When you’re managing your retirement accounts or other investment accounts, you’ll often hear the words contribution, transfer, and rollover. These three terms might sound similar,
Estate Planning: The Essential Instruments Estate planning isn’t just about protecting your assets—it’s about protecting yourself and your people. A thoughtful plan can ensure that
Americans anxious about the future of Social Security are claiming their benefits earlier than planned, even though it can mean less income over the rest
Why the 10-Year Treasury Impacts Your Wallet More Than the Fed or the Stock Market When people talk about interest rates, they often focus
HSA vs. FSA: Understanding the Differences and Choosing the Right One When it comes to saving money on healthcare costs, two common options are
It isn’t always easy to save for retirement, in part because for many people it is so far away that there’s no sense of urgency.
One of the biggest financial adjustments in retirement is managing taxes on your income. Unlike during your working years, when employers automatically withhold taxes from
The Best Free Tools and Apps for Managing Your Money in 2025 In today’s world, managing your finances has never been easier, thanks to a
The Psychology of Spending: Why We Buy What We Don’t Need Have you ever walked into a store with a plan to grab just one
As the new year approaches, many of us resolve to make improvements in our lives—and our finances should be no exception. A financial check-up at
Check out the background of our investment professionals on FINRA’s Brokercheck: http://brokercheck.finra.org
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC (finra.org and sipc.org); collectively registered for offering to residents of AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, ID, LA, MA, MD, ME, MI, MO, MT, NC, NJ, NM, NV, OH, PA, SC, TN, TX, VA, & WA. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sound Foundation Wealth Advisors are not affiliated. As Investment Advisor Representatives with Cambridge Investment Research Advisors, an SEC Registered Investment Advisor, we are able to offer investment advice in all 50 states.
