Sound Harbor Wealth

Advisors with Raymond James Financial Services at Sound Harbor Wealth Partners specialize in wealth accumulation & retirement dist.

[Sound Harbor Wealth @MySoundHarbor]

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. https://t.co/P0c86FPxY8

[Sound Harbor Wealth @MySoundHarbor]

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.

[Sound Harbor Wealth @MySoundHarbor]

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. https://t.co/tGjTYLOGoa

[Sound Harbor Wealth @MySoundHarbor]

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. https://t.co/aDoGlf2wpb

[Sound Harbor Wealth @MySoundHarbor]

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. https://t.co/KfNeLIvUvJ

[Sound Harbor Wealth @MySoundHarbor]

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. https://t.co/WeI6TSFHlf

[Sound Harbor Wealth @MySoundHarbor]

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. https://t.co/wptcVX6gG8

[Sound Harbor Wealth @MySoundHarbor]

Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations. https://t.co/fJ1Rpz83Sq

[Sound Harbor Wealth @MySoundHarbor]

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. https://t.co/ss6nTVuDxr

[Sound Harbor Wealth @MySoundHarbor]

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. https://t.co/vA2PBXdgvF

[Sound Harbor Wealth @MySoundHarbor]

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: https://t.co/UvEwwk7g1d

[Sound Harbor Wealth @MySoundHarbor]

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. https://t.co/Eu9NLZb5mV

[Sound Harbor Wealth @MySoundHarbor]

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments. To mind your long-term investment goals, meet with your advisor to examine changes that could impact your year-end planning. https://t.co/jd1HAPsYPd

[Sound Harbor Wealth @MySoundHarbor]

Succession planning – it's important at every stage of your business, not just retirement. Here are some considerations for business owners of all ages. https://t.co/X9ZrHGol7t

[Sound Harbor Wealth @MySoundHarbor]

Amid soaring inflation and interest rates, investors are anticipating central banks' every move on the economic playing field. But what is the Fed's game plan for beating inflation? CIO Larry Adam explores this and more in Investment Strategy Quarterly. https://t.co/dOnnKPOE0L

[Sound Harbor Wealth @MySoundHarbor]

Getting admitted to college is now tougher than ever. Here are three tips for parents helping their children apply. https://t.co/9kahVXXfvG

[Sound Harbor Wealth @MySoundHarbor]

Tuesday's market selloff is indicative of fears that a hotter inflation print will push the Fed further into restrictive territory. But don't let fear cloud the bigger picture, says CIO Larry Adam. Read his Thoughts on the Market: https://t.co/fDmJDRDsgG

[Sound Harbor Wealth @MySoundHarbor]

Don't let volatility derail your long-term financial plan. See how a broader, historical perspective can help you weather reactive markets: https://t.co/UeHPtGoBL6 https://t.co/Jx4eKqqfgP

[Sound Harbor Wealth @MySoundHarbor]

Looking for a unique travel destination? Experience an otherworldly adventure deep beneath Poland. The Wieliczka Salt Mine, begun in the 13th century and located less than 10 miles from the historic city of Krakow, descends almost 450 feet into the earth. https://t.co/4vEcXLZGY8

[Sound Harbor Wealth @MySoundHarbor]

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