Preparing Your Business (and Yourself) for a Smooth Exit

Key Takeaways Planning your business exit should start several years in advance. Make sure you have your financials, processes, structure, and advisors in place to optimize your valuation. Think long and hard about how you will spend your time post-exit. Life without your business can be an extremely tough adjustment. If you’re like many business … Continued

Welcome Soundmark Advisor, Taylor Vance

Coming from a long line of educators, Taylor has always had a passion for helping others have that “lightbulb” moment by teaching in a clear and concise way. His favorite part of his work is helping people shift their focus away from money and finances and put it back on their life and goals. Once … Continued

ESTATE PLANNING: Don’t Forget Your Pet!

If you are part of the 68 percent of U.S. households that own a pet*, you probably think of it as a true member of the family—one you love and cherish. But what would happen to that cherished family member if you were to die suddenly? Have you taken any steps to ensure the family … Continued

Soundmark Headquarters Gets a New Look

Over the last year, we’ve been busy remodeling our Soundmark office. With the work finally complete, we can now enjoy the fruits of our labor.   Adding five new individual working spaces allows us the opportunity to expand our teams and meet the demands of our growing business.   Updating our décor and furnishings has … Continued

Attention Business Owners!

Soundmark Sr. Advisor James Nevers, CFP® discusses the various types of business insurance and why it matters if you own your own business in’s Business Insurance: How to Safeguard Your Livelihood.  

Who is Your Trusted Contact?

As our population continues to age, the prevalence of elder abuse increases. Before you think that you or a family member are too young to fit that definition, the SEC has defined an elder as anyone sixty years of age or older. As you age, there are many ways you can protect yourself and your … Continued

Office Closure

Soundmark Wealth Management will be closed on Monday, May 27 in observance of Memorial Day. Have a great weekend!

Pros and Cons of Net Unrealized Appreciation

  Key Takeaways Did you recently retire? Did you just leave an employer with company stock in your 401(k) plan? Don’t automatically roll your old plan over into your new 401(k) or IRA. Consider utilizing Net Unrealized Appreciation (NUA), a little-known strategy that could allow you to be taxed only on the cost basis of … Continued