Financial Planning, Services & Advice : Sound Crest Financial Services

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Time and market performance may subtly and slowly imbalance your portfolio.

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Estimate how much home may fit within your budget based on income and expenses.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

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

Intellectual property ownership and its implications for ordinary people and estates.

Tips on insuring your teen driver.

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

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

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

See how the purchasing power of a dollar has changed over time due to inflation.

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

Estimate potential long-term care costs and what coverage may help address them.

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Watch this fun video for tips on how to search for missing money.

Bucket lists don’t have to be for tomorrow.

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

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

All about how missing the best market days (or the worst!) might affect your portfolio.

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