Think of it like this: You wouldn't start the trip of a lifetime without a well-planned itinerary and an exciting destination in mind. So when it comes to financial security, why leave it to chance? You need a financial goal, and a plan. Most important, you need to ask yourself one key question. And it's not "How much can I make from my investments?" Instead, you need to ask, "How much am I willing to risk to bring my dreams within reach?"
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it. Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out. Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it. Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out. Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Services
It's easy to make money when the markets are up. The trick is to stay on course through the inevitable drops and recoveries. At SoundView, we help you map your financial plans and identify how much financial risk you're comfortable with. Thinking about possible losses can be scary. But recognizing risk is the most positive and responsible way to plan your financial journey.
What makes an investor succeed? At SoundView Wealth Management, we believe a patient approach to the market is the wisest. Instead of always trying to hit financial home runs, we swing consistently for a series of doubles and singles - smaller wins that add steadily to your final score without exposing you to more risk than you're comfortable with.
Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
Annuities are designed to meet long-term goals such as retirement and the earnings typically accumulate tax deferred. For more information about annuities and how they may apply to your individual financial situation, please consult your financial representative and/or your tax advisor. Would you like your annuity to generate a fixed income, or are you comfortable with variable returns?
One of the greatest potential risks faced by America's elderly is the need for long-term care. Long-term care insurance transfers a portion of the risk of long-term care expenses to an insurance company helping to protect you and your family from potentially devastating expenses.
Securities, Insurance and advisory services offered through Royal Alliance Associates Inc., member FINRA, SIPC, Additional Insurance services offered through SoundView Wealth Management Group LLC., which is not affiliated with Royal Alliance Associates, Inc.The Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states AZ, CA, CT, FL, KY, MA, NC, NY, OH, VT.
Securities, Insurance and advisory services offered through Royal Alliance Associates Inc., member FINRA, SIPC, Additional Insurance services offered through SoundView Wealth Management Group LLC., which is not affiliated with Royal Alliance Associates, Inc.The Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states AZ, CA, CT, FL, KY, MA, NC, NY, OH, VT.
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