Teresa "Tracy" Young, Sound Private Wealth

06/12/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

06/11/2026

Great discussion last night at Book RePort, our local bookstore, on Dream School by Jeff Selingo. Rob Browne, Founder, RAB College Consulting, and I started the night with some ice breaker questions such as...

What mattered most when You chose a college?
What do you think matters most for your child today?

We explored how students and families can navigate the college search process and shared valuable perspectives from our own experiences. Thank you Book RePort for hosting (the store looks amazing) and thank you to those that joined the conversation.

Rob and I will be presenting, College Admissions and Financial Planning, at the Port Washington Library on October 15th. Mark your calendars.

06/10/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

06/08/2026

A big thank you to the Port Washington Chamber of Commerce for putting together another fantastic Harborfest!

It was such a beautiful day in Port Washington, and it was wonderful seeing so many friends and neighbors come out to enjoy it.

I was happy to volunteer helping sell Harborfest t-shirts and drinks throughout the day—always a great way to give back and be part of such a special community event. It made me especially proud to see my daughter and her friends enjoying the experience as well and getting involved in volunteering.

06/08/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

06/08/2026

📖🎓 Calling All Local Parents of Future College Students!

I’m excited to be facilitating a discussion alongside Rob Browne, Founder of RAB College Consulting at Book RePort, our town's new bookstore, on Wednesday, June 10th at 7pm.

We’ll be exploring Dream School by Jeff Selingo, which offers valuable insights into the college planning process—helping families better understand the academic, emotional, financial and strategic sides of this important transition.

If you’re beginning to think about college—or already deep in the process—this is a great opportunity to connect, learn, and share perspectives in a welcoming setting.

👉 Learn more and RSVP by clicking below:

Feel free to share with anyone who may benefit—we would love to see you there.

06/05/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

06/03/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

06/01/2026

📖🎓 Calling All Parents of Future College Students!

I’m excited to be facilitating a discussion alongside Rob Browne, Founder of RAB College Consulting at Book RePort, Port Washington’s new bookstore, on Wednesday, June 10th at 7pm.

We’ll be exploring Dream School by Jeff Selingo, which offers valuable insights into the college planning process—helping families better understand the academic, emotional, financial and strategic sides of this important transition.

If you’re beginning to think about college—or already deep in the process—this is a great opportunity to connect, learn, and share perspectives in a welcoming setting.

👉 Learn more and RSVP by clicking below:

Feel free to share with anyone who may benefit—we would love to see you there.