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Getting the most out of a 529 Savings Plan

Submitted by Sound Foundation Wealth Advisors on August 15th, 2019

A college education, while a worthy achievement, does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster than wages, making it a struggle for even upper middle-class families. When factoring in the cost of tuition along with room and board, books, and living expenses, a college education can quickly become an unaffordable luxury.

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Saving Money VS. Paying Off Debt

Submitted by Sound Foundation Wealth Advisors on July 3rd, 2019
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Why You Should Prioritize Retirement Savings over College Savings

Submitted by Sound Foundation Wealth Advisors on May 28th, 2019

Young families with an eye to the future are faced with a daunting choice – to save earnestly for a secure retirement or to save for their children’s education. Can you do both?

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Planned Giving Goes Further

Submitted by Sound Foundation Wealth Advisors on May 8th, 2019

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.

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Are You Ready to Purchase Investment Property?

Submitted by Sound Foundation Wealth Advisors on March 29th, 2019

If you’re looking to diversify your investment portfolio, you may want to consider purchasing investment property. Depending on how hands-on you want to be, you may want to purchase real estate as a short-term investment; fixing up the property and then selling it immediately for profit.

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Home Loan Comparison: Bank vs Mortgage Broker vs Mortgage Bank

Submitted by Sound Foundation Wealth Advisors on March 4th, 2019

The Hybrid

If you Google the word Hybrid, some of the top matches include: SUVs, cars, animals, weeds, and even mattresses.  How about this, have you heard of a Hybrid lender?

Chances are you have but just didn’t realize it.  Let’s start with the definition of hybrid: a thing made by combining two different elements; a mixture.

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Top 5 Things 20-Somethings Need to Do

Submitted by Sound Foundation Wealth Advisors on January 25th, 2019

If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel overwhelmed when entering the workforce full time, there are a lot of things you can do fresh out of college that will help you attain your professional and financial goals earlier than you may expect.

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Financial Lessons For Your Teen

Submitted by Sound Foundation Wealth Advisors on January 14th, 2019
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Tax Planning Basics

Submitted by Sound Foundation Wealth Advisors on November 22nd, 2018

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2019 tax year, even middle-income earners can reap the benefits of tax planning.  

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Financial Planning for Newlyweds

Submitted by Sound Foundation Wealth Advisors on May 15th, 2018

Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about finances.

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