You get annual medical checkups and semi-annual dental checkups. Why not give your finances the same kind of “primary care”? By performing an annual checkup, you can assess whether you’re following your budget and making the most of your investments. If you have veered off course, you can get back on track to meet your …
Meeting with a financial advisor for the first time can feel a little like working with a personal trainer. You might have some trepidation, but it becomes progressively easier as you adjust to the process. Here are some tips to help you get the most of your first meeting. Do your homework Wondering how to …
Meeting A Financial Advisor? Tips To Help You Prepare For It Read More »
Today, millions of Americans participate in the gig economy. Instead of traditional 9 to 5 job roles, many are now setting their own hours and determining how much or how little they want to work. Jobs in the gig economy take many forms and can look drastically different from worker to worker. However, all share …
Do you feel anxious, or even a little guilty, each time you withdraw from your retirement savings? Whether you recently retired or are already retired for a few years, it can be hard to go from saving to spending mode. Here are some strategies to help you get more comfortable with this transition. Looking back …
When saving for retirement you’ll want to think about more than how much you’re investing; you’ll also want to consider where your money is going. Different asset classes, including stocks, bonds, and cash equivalents, come from different levels of risks, potential rewards, and vulnerability to certain economic factors. Subsequently, investors should hold a mix of …
Should I take a lump sum? That’s a question I hear often from those fortunate few with pensions. The answer is not always cut and dry. There are several factors to weigh if you’ve been offered a lump sum on your pension. To illustrate: Joe is retiring from a Fortune 100 company that offers a …
If you’re among those who will get a bonus as this challenging year comes to an end, congratulations! While doing a great job can be its own reward, getting a financial windfall in recognition of that work feels great too! It can be tempting to spend that cash on post-holiday gifts or a winter getaway …
Volatility returned to the stock market in late November and is likely to remain in place the rest of the year. A variety of issues have made investors nervous as 2021 winds down. What will it mean for the markets and your portfolio in the New Year? Before I answer that, let’s take a quick …
December 2021 – 2022 Market Forecast; a Bumpy Road to More Growth Read More »
The holidays don’t have to be a time to upset the budget you’ve stuck to, maybe not by choice, all year. It’s possible and relatively pain free to emerge from the holiday season without a pile of new debt, even if you haven’t been planning for it all year long. Here are six ways to …
Americans’ have a penchant for charitable giving. Unprecedented developments in 2020 including the global pandemic, the ensuing economic crisis, and efforts to advance racial justice created intense, widespread need and significantly increased the demand upon nonprofit organizations. Remarkably, generous giving coupled with stock market turnaround in the final months of the year boosted contributions. As …
We have the resources and advisors needed to achieve new levels of growth and success and we are dedicated to supporting institutions, independent financial advisors, franchisees, and the clients that our advisors serve. Sound Income Strategies is an affiliate of Sound Income Group
Contact Us
500 West Cypress Creek Road, Suite 290, Fort Lauderdale, FL 33309
[email protected]
Phone: 888-492-0505
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Sound Income Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. © 2023 Sound Income Strategies.
www.sec.gov
