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.
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
This calculator is designed to help you attach a dollar figure to your life’s work.
How much will it cost to pay off a loan over its lifetime?
How much can you afford to pay for a car?
Will you be able to afford nursing home care?