Financial Planning, Services & Advice : Sound Crest Financial Services

Client Login

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

The true cost of raising a child may be far more than you expect.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Explore the growing influence women wield over the economy with this handy infographic.

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

Understanding the types of extended care services—and what those services could cost—may be critical.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

See how much you may need to save now to cover future college costs for your child.

See how your current savings rate and contributions may grow into retirement income.

Calculate your required minimum distribution amount based on your account balance and age.

Estimate the potential monthly income your IRA balance could generate in retirement.

A special needs trust helps care for a special needs child when you’re gone.

The decision whether to buy or rent a home may have long-term implications.

Learn about the difference between bulls and bears—markets, that is!

Here is a quick history of the Federal Reserve and an overview of what it does.

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Even low inflation rates can pose a threat to investment returns.

Office:	615-244-4104
Mobile:	(954)226-9546