Soundview Financial Group

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

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. 💐

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.

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?

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.

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

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.

Why you should prioritize an annual financial review Review your financial situation regularly to help monitor progress and stay on track for your goals.

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.

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.

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?