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  3. January 2024

January 2024

The Organization Principle

Submitted by Sound Foundation Wealth Advisors on January 11th, 2024

 

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What’s New With the FAFSA?

Submitted by Sound Foundation Wealth Advisors on January 4th, 2024

t’s been a multi-year process, but the FAFSA Simplification Act (FSA) passed back in 2021 is finally showing results, and the new FAFSA has rolled out online on December 31, 2023.

Even with a new, simpler version available, some families choose not to submit a FAFSA as part of their plan for paying for college.

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Rethinking Taxes from a Risk Perspective

Submitted by Sound Foundation Wealth Advisors on January 4th, 2024

 

When you think about building a financial plan that will help you meet your goals at every stage of your financial journey, from your younger working years through retirement, saving and investing are usually the first things that come to mind.

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Recent Blog Posts

  • Tax Season is Done; Now What?
  • The Five Key Components of Financial Literacy
  • 529 Plans and SECURE 2.0: More Flexibility

Archived Blog

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of AK, AL, AR, AZ, CA, CO, FL, GA, ID, LA MA, ME, MI, MN, MO, NC, NJ, NM, NV, OH, OK, TN, TX, VA, VT, & WA.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Sound Foundation Wealth Advisors and Cambridge are not affiliated.

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