Teresa "Tracy" Young, Sound Private Wealth

Teresa "Tracy" Young, Sound Private Wealth Financial Consultant at Sound Private Wealth: Divorce Financial Planning, Special Needs Planning Equal Opportunity Employer – M/F/D/V.

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or

solicitation of any kind. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title

Important Information & Disclosures: http://bit.ly/2f98X9d

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
09/04/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Have a kid heading off to college? Here are a few tips.
09/02/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
08/31/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

Proud to be one of 1,000 Columbia-trained holistic financial coaches across Equitable. I’m proud to be part of this grow...
08/28/2026

Proud to be one of 1,000 Columbia-trained holistic financial coaches across Equitable.

I’m proud to be part of this growing community of coaches who have completed the Columbia Holistic Financial Coach Program and are committed to helping clients navigate financial decisions through meaningful conversations, thoughtful planning, and a deeper understanding of what matters most.

This experience reinforced something I believe wholeheartedly: great financial planning starts with listening. Thank you to the clients who trust me to be part of your journey. If you’re looking for guidance, accountability, and a resource to help you plan for what’s next, let’s connect.

Check out this informative video on bull and bear markets to better understand how the stock market works!
08/28/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

Learn about the difference between bulls and bears—markets, that is!

Many have heard they should avoid probate; do you understand what probate is and how it works?
08/26/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Do you know how missing the best and worst market days might affect your portfolio?
08/24/2026

Do you know how missing the best and worst market days might affect your portfolio?

All about how missing the best market days (or the worst!) might affect your portfolio.

Are you ready for school—again?
08/21/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
08/19/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of o...
08/17/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

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