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.
Life Lessons Learned: Match the Market, Don’t Try To Beat It
Back to the Basics
Building Wealth Brings Meaning and Purpose to Our Lives
Washington’s Cares Fund Payroll Tax Faces More Delays
Lessons From the Past
How Your Money Mentality Should Change in Retirement
Find Meaning in Your Life
In Soundmark Principle Bill Schultheis’ latest interview with Motley Fool, he shares his reasons for starting The Coffeehouse Investor and the message he wants readers to take away from his second book.
Investing for Younger Generations
Want to know how to build wealth? Soundmark Principal Bill Schultheis offers some common-sense investment advice for younger generations.
Goodbye, Old Friend
As I grow older, I learn more about the fragile state of life. With increasing frequency, I am receiving calls about good friends and loved ones passing. There are instances where some pass too soon and others die naturally as an endcap to life. We all experience episodes like this; there is no prescription to make them less painful.