Sound Mind Financial LLC is an independent and locally-owned financial advisory firm located in central New York. We take a relational approach to building our practice, taking the time to properly assess and listen to what is important to you.
We are driven by our commitment to five core values:
independence, trust, competence, service and legacy.
Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.
This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
How Long Will Your Funds Last?
Asset Allocation and It's Ever Changing "Mix" Are Powerful Keys
How much can you afford to pay for a car?
A balance sheet summarizes your assets and liabilities and reveals your net worth.