Sound Generational Wealth

06/02/2026

Gen Z is changing the conversation around retirement.

Instead of waiting until later, many young adults are opening Roth IRAs and taking advantage of the power of long-term investing. It's a reminder that building wealth isn't about timing the market—it's about giving your money time to grow.

A younger generation embraces the benefits of tax-free investment growth.

05/29/2026

It's 5/29 — the perfect day to talk about 529 plans!

A 529 plan is one of the most effective ways to save for future education expenses while giving your investments time to grow.

The best time to start? Earlier than you think.

🎓 Start small.
📈 Stay consistent.
💙 Invest in their future.

05/28/2026

It's important to start the conversation early. ⛱

05/20/2026

Having the pieces isn’t enough — the power is in having a plan that makes them work together. 🧩

05/15/2026

Retirement security has no age limit—an annuity can still provide stability, guaranteed income, and peace of mind later in life.

Home News ACCESS Newswire You're (Almost) Never "Too Old" to Benefit from an Annuity You're (Almost) Never "Too Old" to Benefit from an Annuity Provided by ACCESS Newswire May 14, 2026, 5:23:00 PM Annuities can calm a stormy environment and can pay high rates MEDFORD, OR / ACCESS Newswire / May 14,....

05/11/2026

ABLE accounts are one of the most valuable—and often overlooked—tools for individuals with disabilities and their families.

They make it possible to save for everyday and future expenses while still maintaining access to important benefits like SSI and Medicaid.

If you or someone you care about could benefit from more financial flexibility and long-term planning, an ABLE account may be worth exploring.

05/10/2026

From throwback moments with the moms who raised us to sweet memories with the kids who made us moms — today we’re celebrating all the love that makes Mother’s Day so special. 💐❤️

05/06/2026

529 Month is a good reminder that planning for education doesn’t have to be complicated—but it should be intentional.

A 529 plan is one of the simplest ways to start building toward future education costs, with the added benefit of tax-advantaged growth over time.

More importantly, it creates options.

Whether you’re just getting started or revisiting an existing plan, small steps today can make a meaningful difference down the road.

05/02/2026

Thank you to everyone who came to our private movie showing of The Devil Wears Prada 2! A full theatre full of our favorite people & things (Diet Coke & popcorn) 👠🍿🎥

04/28/2026

As Financial Literacy Month comes to a close, it’s the perfect time to ask—what are we really teaching our kids about money?

“Raising Financially Aware Kids” is all about helping the next generation build confidence with money early—something many of us had to figure out the hard way.

From saving and spending to understanding value and making smart choices, these are lessons that last a lifetime.