Sound Harbor Wealth Partners

10/24/2022

The tax code can be a labyrinth to navigate. Nevertheless, taking action now – while you, your financial advisor and accountant have time to think through the possibilities and maximize your 2023 tax savings – could be more than worth the effort.

www.raymondjames.com

10/21/2022

It's time to review your Medicare plan. Open enrollment starts Oct. 15 and runs through Dec. 7. As your life has changed, has your plan kept up? It's always best to double-check before you renew. Schedule a meeting – let's go through it together.

10/20/2022

Sometimes we take little moments for granted if we're not plugged in (or unplugged, rather) and being mindful. It's easy to harp on the negatives, but positive thoughts have more power than you think – and it doesn't have to be a grand gesture to count.

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10/19/2022

With data indicating Social Security payments account for 40% of an American's retirement income, thoughtfully and thoroughly working through your claim filing process is imperative.

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10/18/2022

Claiming Social Security and formulating a plan for your benefits involves many complexities. Before making any decisions, it's important to consider the elements in your life that could influence your Social Security strategy.

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10/17/2022

No longer limited to golf course-centric neighborhoods with cookie-cutter amenities, today's retirement communities offer something for everyone. Learn more about niche retirement communities and whether one could be right for you.

www.raymondjames.com

10/17/2022

The Social Security Administration has announced an increase of 8.7% to 2023 Social Security benefits. Learn more about what to expect from the largest cost-of-living adjustment since 1981.

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10/12/2022

Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.

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10/11/2022

While you might only think of life insurance as a way to provide financial assistance to loved ones, adding a policy into your estate plan could help ensure they have the liquidity needed to pay estate taxes when the time comes.

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10/10/2022

Depending on the source, about half of Americans know they should have a will but don't. Not surprising, since the process can be confusing and perhaps distressing. However, there are strategies to help us codify our wishes in a very practical sense.

www.raymondjames.com

10/07/2022

Building your personal brand on social media can feel like a full-time job. Here are ways to bolster your online presence without overwhelming yourself:

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10/06/2022

There are quite a few key deadlines between now and New Years. Mark your calendar, and please don't hesitate to reach out if you have any questions.

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