Education

As the end of the year approaches, assess your current financial situation, maximize deductions where you can, and set yourself up for success in the new year.

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.

The IRS announced retirement plan limits for the new year. If you are able to update your contributions, you’ll want to take the new thresholds into consideration.

Want to know how to build wealth? Soundmark Principal Bill Schultheis offers some common-sense investment advice for younger generations.

Easy-going, humble, animal lover, great conversationalist – there are many ways to describe Soundmark Advisor, John D’Amelio, CFP®. If you get the opportunity to work with John, you’ll know client service is one of his top priorities. He goes out of his way to be available and responsive to his clients.

Many of you have asked if it still makes sense to gift to charity to help reduce your taxable gains. How you gift is just as important as how much you gift.

Review the rules on 529 plans and how to maximize your child’s higher education experience.

In our latest podcast, Soundmark Advisor Todd Flynn, CPA, CFP® explains some key benefits of generation-skipping trusts with Advisor Liz McQueen, CRPC®.