facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Education Center

Sign Up For Blog Updates


Listening to the Silent Majority Thumbnail

Listening to the Silent Majority

Soundmark Principal and author of The Coffeehouse Investor Ground Rules: Save, Invest, and Plan for a Wealth of Happiness, Bill Schultheis discusses the silent majority and other topics in a recent podcast interview with Morningstar.

Read More
Cash Balance Plans Thumbnail

Cash Balance Plans

High-earning owners of business and professional practices may be able to sock away several hundred thousand dollars per year toward retirement—after maxing out their 401(k)s with cash balance pension plans.

Read More
Risk Tolerance Verus Risk Appetite Thumbnail

Risk Tolerance Verus Risk Appetite

When markets soared in 2019, most investors wished they had taken on more risk. But those are the same investors who wish they had been more conservative when the markets fluctuated wildly and trended downward during the pandemic onset. What's your risk appetite worth?

Read More
Meet the Team: Ben Hicks – Advisor Thumbnail

Meet the Team: Ben Hicks – Advisor

As we enter the new year, we highlight our newest Financial Advisor, Ben Hicks. Before working at Soundmark, Ben built a successful career in the banking industry, managing banking needs for clients that included Soundmark Principal Bill Schultheis.

Read More
Smart Planning for an Uncertain Tax Landscape Thumbnail

Smart Planning for an Uncertain Tax Landscape

It goes without saying that 2020 was a challenging year. For many, it was a devastating year as they lost a loved one, a job, a business, or substantial personal wealth. The fallout from the pandemic was felt far and wide.

Read More

Financial Wisdom for the New Year

Soundmark Principal Bill Schultheis released his new book The Coffeehouse Investor Ground Rules: Save, Invest, and Plan for a Life of Wealth and Happiness on the same day the Dow Jones Industrial Average pushed through 30,000 for the first time. When he launched his first book in 1998, the index was at 9,000. It is …

Read More

Our Top Blog Reads of 2020

Before we ring in the new year, check out our most popular blog articles of 2020. We look forward to sharing more financial planning wisdom with you in the year ahead. Amazon 401(k) Moving to Fidelity. Amazon recently moved its massive 401(k) plan over to Fidelity and is now offering its employees the same …

Read More

IRS Announces 2021 Retirement Contribution Limits

The IRS has announced the 2021 retirement plan limits. Most remain unchanged, including the 401(k) contribution amount set at $19,500. Phase-Out Ranges for Contribution Deductions The IRS has established phase-out ranges for IRA contribution deductions for 2021. If you have questions about how this might affect your deduction limits, please connect with your advisor. Tax …

Read More

Tax-Savings Strategies You Should Make Before the End of the Year

Key Takeaways Many high-income individuals could be facing higher tax rates soon, although no one knows the extent of those changes. It is far better to plan than to guess. You cannot go wrong by maximizing your charitable, retirement, and health savings account (HSA) contributions. Consider taking required minimum distributions (RMDs) for the 2020 tax …

Read More
Schedule a Call