We have helped many physicians, dentists, and medical professionals analyze the financial decisions that life throws their way. From student loans, home purchases, buying into a practice, maximizing retirement savings, education funding, and retirement income needs, Soundmark Wealth can help with these decisions, allowing you to focus on the things that matter most in life. … Continued
As students head back to college, higher education is always a topic of conversation this time of year. Specifically, the topic centers around the cost of higher education and how to finance tuition, room and board, books, and the other essential costs. We’ve published much about this subject and wanted to remind you about a … Continued
New legislation is in the works that may have an impact on your financial plan. The SECURE Act – Setting Every Community Up for Retirement Enhancement Act, has passed the House and is currently in the hands of the Senate. While there are several components of this proposal, there are three that I feel will … Continued
Staying the course is easy when returns are above average. The real challenge lies in staying the course when the market takes a turn. The Second Quarter Market Report shares historical data showing the frequency of positive returns over rolling periods of one, five, and 10 years. The data reveals that, while positive performance is … Continued
Last week, Soundmark Advisor John D’Amelio had a great time playing in the Glendale Country Club Member Guest Tournament with one of our clients. John and Soundmark Wealth were honored to be a part of the event.
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
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
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
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
Soundmark Sr. Advisor James Nevers, CFP® discusses the various types of business insurance and why it matters if you own your own business in Business.com’s Business Insurance: How to Safeguard Your Livelihood.