History of Estate Taxes
A look at the history of estate taxes, how they have changed over time, and will continue to change in the future.
Soundmark Wealth Management by the Numbers
Our firm combines a common-sense investment philosophy with a straightforward approach to financial planning that allows you to do just that—focus on your life and ignore Wall Street.
SECURE Act 2.0 Highlights
With the passing of the SECURE Act 2.0, we are sharing a few of the legislative highlights that may play an important role in your financial plans.
529 College Planning 2.0
The SECURE 2.0 Act of 2022 has a new provision which could make it easier to preserve the tax-free status of unused funds in 529 plans.
Update Your Contribution Limits for 2023
Take Advantage of Energy Efficient Tax Credits
Minimize Taxes and Maximize Gains
Life Lessons Learned: Match the Market, Don’t Try To Beat It
8 Legal Documents Parents and College Students Should Sign
