Sohum Financial Planning

10/16/2026

October is financial planning month! Reach out for a complimentary review and save the date for Wednesday, October 21st for the next a webinar at 6pm: Planning for a tax free retirement.

10/15/2026

Community awareness and access to a help line can sometimes save a life. Please amplify to help make our communities safer. 👇

October is Domestic Violence Awareness Month in Jeffco.

This morning, the Jefferson County Commissioners were joined by Sheriff Reggie Marinelli, Cymone Williams from The Family Tree and Candace Cooledge from PorchLight, A Family Justice Center to recognize survivors of domestic violence (along with many others from the Jefferson County Sheriff's Office and First Judicial DA's Office of Colorado).

CDC data shows intimate partner violence is common: more than 1 in 3 women and more than 1 in 6 men in the U.S. have experienced contact sexual violence, physical violence, and/or stalking by an intimate partner in their lifetime.

Seeking help can be difficult, and access to confidential, trauma-informed services can make an important difference.

If you or someone you know needs help, the National Domestic Violence Hotline provides 24/7 support. Simply call 1-800-799-7233 or text "START" to 88788.

10/14/2026

This is a timely piece as we enter the last quarter of 2026!

Avoid common financial planning mistakes before year-end, from delaying tax decisions to chasing performance, timing the market and losing sight of your goals.

10/14/2026

October is National Financial Planning month! Join us today at 6pm for a free educational webinar on the fundamentals of a sound financial plan- all six areas will be covered from risk management & insurance to investments, retirement & tax planning and how to ensure your estate & charitable goals are met. To register please see comments. These webinar series are going to be offered every Wednesday at 6pm through December. Remember: the decisions you make today will impact the choices you have tomorrow!

10/12/2026

October is National Financial Planning month and Devika Kamboh is hosting a series of financial education webinars starting with Long Term Care Planning today at 6pm. Contact us for webinar link. See comments

10/12/2026

October is National Financial Planning month! We are hosting a series of free webinars on key topics that ensure that you have a sound financial plan to meet your family & business goals. The decisions you make today will impact the choices you have tomorrow!

This week we are kicking off with 2 timely workshops and then each week these will be held on Wednesday from 6pm to 7.30pm.

Monday, October 12: Long Term Care Planning & Your Retirement – 6pm to 7.30pm

Wednesday, October 14: Steps To Financial Security- Financial Planning 101

Please see comments for zoom links and to register. Most topics will have a workbook or special calculators available that will be emailed after you attend the session.

For more resources, visit our website:
www.SohumFinancialPlanning.com

Discover Sohum Financial Planning, a Colorado-based fiduciary firm offering comprehensive financial planning, investing, retirement and estate strategies to help you stay prepared at every stage of life.

10/11/2026

It was great to support The Joy of Freedom Festival at the USA booth on September 24th!

10/09/2026

Could this be you? Financial planning issues can keep you on your toes especially when it comes to tax strategies. Traditional family structures may no longer be the guiding principal when so much has changed in our culture, economy and local communities. Working with an expert fiduciary helps create clarity & confidence as you navigate through complex financial decisions.

October is National Financial Planning Month! Take control of your finances by scheduling a complimentary review today! See comments for details.

The higher cap on the federal tax deduction is the same for a single filer or a married couple, prompting some high earners to look for ways around the marriage penalty.

10/08/2026

Make sure that your senior family members are safe from these scams. 👇

FINRA has recently seen an increase in scams that target investors, particularly older investors, and manipulate them into transferring funds from their brokerage and other financial accounts.
Understanding how these schemes work and recognizing the warning signs can help investors better protect themselves from fraud and financial exploitation.

▶️ Learn more: https://bit.ly/4yHzy2u

10/06/2026

Monday October 5th market commentary from CNBC - in a nutshell, this stock market is highly manipulated by a handful of mega high cap companies who are masking the actual market conditions and the economic pain being felt by the average tax payer. Review your existing portfolio to ensure that asset location plays an equally important role as asset allocation for proper diversification and risk mitigation. See comments to schedule a complimentary review as we enter the fourth quarter of 2026. 👇

CNBC’s Jim Cramer said Nvidia, Microsoft and Meta are helping push stocks to records even as surging Treasury yields pressure much of the broader market.