Sohum Financial Planning

09/03/2026

Planning your legacy through a defined estate plan can remove the burden of taxes and complex decision making that a beneficiary- specifically a non spousal beneficiary- may need to handle. Here are some good tips 👇Schedule a complimentary review of your estate planning to avoid costly mistakes. See comments for details.

Prepare your family for an inheritance through clear communication, estate planning and thoughtful financial decisions that preserve its purpose.

09/02/2026

Hi all! Evergreen library is kicking off a new educational series for parents - especially new parents - starting Sept 14. I will be the guest speaker covering financial considerations and opportunities that parents should be aware of on Sept 21st. It’s a very informative line up of topics and speakers - see flyer below. Please spread the word to folks who would find this helpful. 😊

09/02/2026

Warning signals with the bond yields rising! How does impact your savings and retirement goals? Check comments to schedule a complimentary review session.

Interest rates on government bonds are rising again around the world, making borrowing more expensive for consumers and businesses and heightening concerns about whether governments are issuing more debt than financial markets can handle.

09/01/2026

Timely sound bite!

08/31/2026

We are heading into the last months of this year - read on for some good tips to stay organized and proactive with respective to your personal, professional or business goals! 👇

Additionally, with significant changes in the tax code resulting from the passage of the “One Big Beautiful Bill Act” (OBBBA), reviewing how those changes affect your tax planning strategy for the year is essential as year-end approaches..

08/28/2026

It’s got to be a CFP! Choose a Certified Financial Planner like Devika Kamboh as she will always look out for your best interests as your expert fiduciary. 👇

08/28/2026

We are a lot more than just a financial advisory firm. See below for a snapshot of financial, legacy-related and business planning areas where we have provided expert guidance for our clients. We handle the complexities that impact your future financial security so you can focus on your business, professional and personal goals- whether as an individual, a single parent, a family or a business owner. Follow us to stay current on financial issues impacting you and your community and the wider economy.

08/27/2026

Some updates on Social security - contact us if you would like to review your retirement income options ( check comment section). 👇

Candidates now on the ballot will have to confront tough trade-offs to prevent a drastic cut to retirees’ monthly checks.

08/27/2026

We all have friends and family who are becoming empty nesters for the first time and others who have gracefully transitioned into this phase of their financial lifecycle. It’s emotionally intense when your “littles” are embarking on a new journey as young adults. Here are some things to reflect or act upon as you enter this stage in your life. Need more guidance as you re -organize life around yourself? Contact us for a complimentary strategy session. ( see comment section)

An empty nest can change more than your household. Learn how to redirect cash flow, rethink housing, support adult children and refocus your financial plan.

08/27/2026

It was great to do the ribbon cutting for SFP as a member of the Conifer Area Chamber of Commerce. We are also members of the Evergreen Chamber and as a new ambassador it was nice to be able to cheer on 2 other local small businesses. The energy is always upbeat when we have joint events with our local groups.