Soundview Financial Group

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

12/23/2025

Smart money habits start at home.

Recent Ameriprise research reveals that parents shape how kids think about everything from budgeting and savings to credit cards and debt.

02/07/2025

The most rewarding part of an accomplishment is looking back at all the hard work it took to get there. What goals are driving you today?

01/23/2025

Are you unsure of what to do with your 401(k) when you switch jobs? There are a few options for you to consider:

1. Keep your savings with your previous employer’s 401(k) plan
2. Transfer your 401(k) from your old plan into your new employer’s plan
3. Roll over your old 401(k) into an individual retirement account (IRA)
4. Cash out your old 401(k)

I can help you decide the best option for your financial situation.

When you change jobs, you have several choices regarding what to do with your 401(k). Learn about your options.

01/16/2025

Like a yearly check-in with your doctor, an annual review is key to your financial health. How do you best prepare for an annual review? Start with this checklist of five questions, and let’s connect to evaluate your portfolio and financial goals.

Review your financial situation regularly to help monitor progress and stay on track for your goals.

01/06/2025

In honor of National Financial Wellness Month, take time to prioritize your finances and set your financial goals for the year ahead. Let’s connect to review your financial priorities and discuss if you’re on track.

01/06/2025

Managing multiple financial priorities can feel like a juggling act. But together we can find a balance between today’s needs and tomorrow’s goals.

01/03/2025

Setting specific financial goals can help boost your financial confidence and increase your chances for success. What financial goals have you set for the new year?

01/01/2025

Wishing you a new year filled with health, wealth and happiness. Happy 2025!

12/16/2024

As loved ones age, it’s normal to find yourself providing more support. This can often come with unique financial, medical and legacy challenges. I can help you take steps now to reduce stressors for you and your loved ones in the future.

How to manage the unique financial, medical and legacy challenges.