Teresa "Tracy" Young, Sound Private Wealth

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Teresa "Tracy" Young, Sound Private Wealth

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

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10/30/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

10/28/2026

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how contributions and time work together.

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

10/26/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

10/23/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

10/21/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

10/19/2026

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

10/16/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

10/16/2026

Thank you to the Port Washington Public Library for hosting our seminar, Taking Charge of the College Admissions and College Financial Planning Process, last night.

A special thank you to everyone who attended. It was encouraging to see so many families investing time to better understand the college admissions journey and the financial decisions that come with it. Your thoughtful questions and active participation made for a lively and engaging discussion.

College planning can often feel overwhelming, but with the right information and a clear strategy, families can make confident decisions that align with both their educational goals and financial future.

I am grateful for the opportunity to share insights with the community along with Robert Browne, College Admissions Consultant, and to help families navigate this important milestone. I look forward to continuing these conversations and supporting students and parents on their path to college success.

10/14/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

10/12/2026

🎓 College Planning Doesn't Have to Be Overwhelming!

I'm excited to share that Rob Browne and I will be presenting a seminar, Taking Charge of the College Admissions and Financial Planning Process, at the Port Washington Public Library . We'll discuss important steps families can take to prepare for college admissions while developing a smart strategy for managing education costs. Please join us on Thursday, October 15, from 7:00 PM to 8:30 PM.

If you have questions about:
✅ College planning
✅ Paying for college
✅ Financial aid considerations
✅ Creating a roadmap for your student's future

This seminar is for you!

📍 Port Washington Public Library
🗓 Thursday, October 15
⏰ 7:00 PM - 8:30 PM

I hope to see you there! Please feel free to share this with friends, family, and anyone who may benefit. Please register through the Port Washington Public Library website.

In this presentation, Rob Browne, College Admissions Consultant, of RAB College Consulting and Teresa (Tracy) Young, CERTIFIED FINANCIAL PLANNER® at Sound Private Wealth, will share strategies for developing clear academic, extracurricular,

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Port Washington, NY
11050

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http://www.soundprivatewealth.com/

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