Financial Planning, Services & Advice : Sound Crest Financial Services

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

Get a snapshot of your overall financial picture by calculating your total net worth.

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

An inside look at how marginal income tax brackets work.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

Life insurance proceeds are generally tax-free. But not in all cases.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

See how increasing your 401(k) contributions today could affect your balance at retirement.

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

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Compare the long-term financial outcomes of renting versus buying a home.

See how extra payments toward your student loans could shorten your payoff timeline.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

When do you need a will? The answer is easy: Right Now.

When should you take your Social Security benefit?

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

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Here's a crash course on saving for college.

Estate conservation is too important to put off. Do you have a smart exit strategy?

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