Sound Insights
How To Attract, Not Chase, Clients
By David Scranton, November 28, 2023, Financial Advisor Magazine I remember my early years as a financial advisor when I…
How Adding Riskier Assets Can Lower Portfolio Risk
To David Scranton, CEO of Sound Income Group, “the real magic” is “the ability to get competitive returns with less…
Income Annuities Take The Risk Out Of Retirement
Few adults would go without auto, home, life, or health insurance. But the kind of insurance that helps protect against…
Why Securing A Mortgage Before Retiring Makes Sense
Pre-retirees who are thinking about changing their primary residence after they retire and who will need a mortgage to do…
How To Help Avoid Retirement Killers
If you’re starting to wonder if you’ll ever have enough money saved to retire, you aren’t alone. According to the…
The Retirement Income Crisis
Our country is facing a looming retirement income crisis. What exactly does that mean? Simply put, it means those people…
How To Survive A Bear Market If You’re Over 50
There are few things scarier than a bear market, but steep and sustained downturns in stocks are an absolute fact…
Getting Divorced? Getting Remarried? What Older Adults Need To Know
Gray divorce is on the rise, and couples parting ways at this stage of life should know there are important…
How Psychology Affects Your Search For A Financial Advisor
Selecting the right financial advisor is an important but difficult decision. Key considerations include whether your prospective advisor has the…
Are You Helping To Maximize Your Tax-exempt Bucket?
Paying state and federal taxes is part of life. Yet, of course, we all want to keep hold of as…
Retirement Needs Vs. RMD Rules And The QLAC
Are you entering retirement, but want to delay taking the full required minimum distributions (RMDs) from your retirement portfolio? Perhaps…
Retirement Income Shouldn’t Depend On The Market, It Should Depend On Math
Market ups and downs can keep retirees on edge, worried about potentially big losses from which they may never be…
3 Financial Lessons For Pre-retirees
Do you feel like you know enough about money to get by? A newly released survey by the TIAA Institute…
10 Common Medicare Mistakes To Help Avoid
Missing deadlines, delaying enrollment, or choosing the wrong plan can cost you a bundle when it comes to Medicare. Here’s…
Retirement Regrets
It is easy to identify things you could have done differently knowing what you know today. If only we had…
Should You Consider A Roth Conversion While The Market Is Down?
While the market may not be a fun time for investors, there are some bright spots and opportunities to be…
Switched Jobs? Consider Consolidating Your Retirement Savings
If you’ve changed jobs multiple times throughout your career, you’re not alone. According to the Bureau of Labor Statistics, baby…
Rising Healthcare Costs And The Impact On Pre-retirees
Over the past year, Americans’ concern over inflation has steadily increased. A Gallup poll coordinated in March noted that 17%…
Social Security Strategies For Single People
Single, childless retirees who have never been married may have fewer strategies available for claiming Social Security benefits than spouses,…
Ramp Up Your Retirement Savings With These Six Strategies
Are you planning to retire in the next few years? It’s still not too late to make a difference in…
Retirement And Divorce: Preserving Your Finances When Marriage Turns Sour
It’s a phenomenon that’s becoming more common. Older couples with decades of marriage behind them discover that they’re no longer…
Making Your House Retirement Ready
As retirement nears, many Americans say they would prefer to retire in their current homes. However, their needs and abilities…
Should You Rent Or Buy? Homeownership In Retirement
Owning your home can give you some stability in your retirement. On the other hand, renting can give you flexibility.…
How 10 Types Of Retirement Income Get Taxed
When you’re planning for retirement, it’s fun to contemplate all the travel, rounds of golf, and restaurant meals you have…
Approaches To Tackle Your Debt
Spend less than you earn. It sounds like a simple directive, but for millions of Americans debt is a harsh…
Will High Stocks Cause A Market Rally With Joe Najarian
Market Rally What’s up everyone? Well of course the answer is the stock market. All three major market indices…
