This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms. Did you know there still may be reasons to hold money market mutual funds despite low yields? This article offers a strategy that may help address sequence risk - the danger of poor investment performance at the outset of retirement.
How much life insurance would you need to produce a sufficient income stream for your family?
How much life insurance would you need to produce a sufficient income stream for your family?
Services
Sound Financial Advisors, Inc. is an independently owned, goal-oriented Registered Investment Advisory, founded in 1996 by Susan K. Risner, President and owner. In addition to financial planning, Sound Financial also provides Life, Disability and Long Term Care Insurance and *Securities Related Services.
Susan offers customized financial plans, tailored to meet specific client goals and needs. Susan believes that financial plans provide options or ROADMAPS through the client's financial challenges to support a chosen QUALITY OF LIFE. Susan's extensive experience in planning includes both Corporate and Individual plans with focus on Retirement, Education, Estate or Family Legacy, Business Succession and Achievement of Personal or Business Goals.
In our experience, we have found that there are several roadblocks -- lack of goals, inappropriate investments, and procrastination -- that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks.
Our Mission - Our Challenge is to increase your effectiveness in order to enhance and provide you with a positive and productive quality of life. Susan Risner has been a financial advisor for almost two decades. She has based her practice on the principles of trust, objectivity and success. Exploration of client goals, lifestyles, needs, risk tolerance and especially client's dreams is the cornerstone of her successful practice.
Let's face it, our pets are now an integral part of our family. According to the 2011/2012 National Pet Owners Survey, 62% of U.S. households own a pet. That equates to 72.9 million homes. And, in 2012, we spent over $50 billion dollars caring, feeding, training and pampering our pets. This figure is expected to continue to increase.
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