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Tools, tutorials and everyday advice to help you rock your personal finances.

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What Are the Best Tools for Tracking Financial Goals?

Whether you’re saving for a dream vacation, paying off debt, or building a nest, there are countless tools to help you stay on track with your financial goals.
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Sound Credit Union Announces Leadership Promotions to Drive Growth and Operational Excellence

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A Sea of Savings: Credit Union Youth Month

Teaching financial literacy skills in childhood is the best way to set your child up for financial success. Check out these activities to help your child understand basic financial concepts! Continue reading

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What Tax Benefits Are Available for College Savings?

Saving for a child’s education is at the forefront of many new parents’ financial concerns, but navigating savings plans can be daunting. A 529 plan is a tax-advantaged option to maximize your savings and save your child from a major source of financial stress down the road. Continue reading

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What Retirement Accounts Offer the Best Tax Advantages?

Retirement contributions are a great way to give your future self financial peace of mind, but figuring out the best plan for you can be a headache. Learn about different types of retirement plans, their tax advantages, and how to maximize your contributions. Continue reading

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How Can I Reduce My Taxable Income?

From business expenses to savings contributions and charitable donations, your strategic financial planning throughout the year can help you save money when tax season rolls around. Continue reading

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Creating Nondisclosure Agreements

Recent rulings rom the National Labor Relations Board on nondisparagement and nondisclosure agreements have implications for both unionized and non-unionized workplaces. Learn how to navigate these changes. Continue reading

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Employee and contractor rule changes

Recent rulings from the Department of Labor and National Labor Relations Board could affect your business. Learn about these regulations and how to remain compliant. Continue reading

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Understanding depreciation: How it affects your end-of-year profits

Depreciation is a complex topic that many business owners struggle with at first. Understanding what depreciation is, its tangible effects on your cash flow, and the regulations surrounding it are crucial to sound financial strategy. Continue reading

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How to use data for benchmarking your small business

Data is a powerful tool for measuring your small business’s success, but it can be overwhelming to find a place to start. Learn how to leverage data you’re already tracking to improve your business strategy and meet goals! Continue reading

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How Do I Claim the Most Common Tax Deductions?

Taxes can be daunting, but the basics are simple! Understanding what deductions are, how to know whether or not to itemize your deductions, and when to consult an expert are keys to tax success. Continue reading