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Can I Still Retire at the End of 2020?

Key Takeaways Considerations for physicians looking to retire soon Stress-test your portfolio with worst-case scenarios Diversifying can help protect you from the downside risks of investing Consider this possible scenario: In 2015 you informed your hospital that you planned to retire at the end of 2020. Hospital management agreed and you started transitioning …

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529 Plan Dilemmas in a COVID-19 World

Fall is my favorite time of year, something about the change of season and the kids heading back to school makes it feel like a new beginning. That will not be the case this year for many students, as more schools confirm they will begin this year teaching remotely. What does this mean for …

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Smart Tax Planning Strategies to Consider While You Have the Luxury of Time

Tax planning is always a moving target. Whenever we have a change in the White House, or a new majority party in Congress, changes to tax laws (and rates) typically occur. With trillions of dollars of stimulus money being inserted into our economy on the cusp of a Presidential election, we are bound to see changing tax rates on the horizon...

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Trump or Biden? Does It Matter With a Well Thought Out Financial Plan?

With the upcoming presidential election just over three months away, the rhetoric is sure to ramp up. Whatever side of the aisle you reside on, you are bound to have concerns about the incoming president and the effect on the economy. However, making financial decisions based on your political views or election expectations can be …

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Helping Governments and Businesses Go Back to Work Safely

Soundmark advisor, Liz McQueen, CRPC® and her husband, John, are volunteering their talents to Restart Partners, a Seattle based nonprofit organization that works to develop partnerships with states, cities, and universities throughout the world with the goal of enabling people to resume life in a post COVID-19 environment. Restart Partners newest initiative, “WearAMaskWA,” is a …

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What Happens to Stocks After a Recession?

As an investor, it would be understandable to abandon ship and sell off equities because of perceptions of a recession and its impact. However, history tells us another story. Dimensional Fund Advisor’s Q2 market report shares data covering the last 15 recessions in the U.S in the past century. Across the two years that …

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Preparing Heirs for Their Inheritance

Inheriting money comes with plenty of benefits. From being less worried about paying for life’s necessities to enjoying the luxuries affluence can bring, inheritors often find that many of life’s key stumbling blocks are no longer in their paths. That said, an inheritance doesn’t automatically mean a worry-free life of ease. Inheriting wealth can actually …

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How to Prepare for Uncertainty

Our common-sense investment approach allows us to focus on straight-forward financial planning. During times of market volatility, like what we’re experiencing now, a well-thought-out plan is critical. In his latest column for 425 Business, Soundmark Principal Bill Schultheis reminds investors of the importance of creating and updating financial plans that prepare us for the uncertainty …

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Soundmark Advisors Become CERTIFIED FINANCIAL PLANNER™ Professionals

We are thrilled to add two more CERTIFIED FINANCIAL PLANNER™ professionals to our firm. Soundmark advisors John D’Amelio and Taylor Vance have completed the multi-year program including 4,000+ hours of financial planning experience. We are very proud of the hard work and determination both advisors displayed. Congratulations!

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Now Is an Excellent Time to Review Life and Disability Coverage

Key Takeaways COVID 19-extended grace periods on premium payments may be available During these challenging times, many insurance carriers are being very flexible with their current and prospective policyholders. Now is a great time to consider obtaining, or supplementing, life and disability coverage. Much of the application can be done virtually and may not require …

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