Sona Wealth

952-222-7696

  • All
  • 529 Plans
  • Charity
  • College Funding
  • Donor Advised Fund (DAF)
  • Economics
  • Equity Compensation
  • ESG & SRI Investing
  • Estate Planning
  • Feel Good
  • Financial Planning
  • I-Bonds
  • Inflation
  • Investing
  • IRA
  • Retirement
  • Roth IRA
  • Student Loans
  • Taxes
  • Traditional IRA
  • Uncategorized

What Happens To Your RSUs, If You Get Laid Off?

What happens to your equity comp RSUs if you are laid off?  Being let go is never easy, but the way these tech companies are …

Sona Wealth’s 2022 Investment Review & 2023 Outlook

How To Build A Bond Ladder

And Take Advantage Higher Rates & The Inverted Yield Curve

What Are Some Ways to Minimize Tax Liability?

From Investopedia & Sona’s Mark Struthers Checkout the full article here: https://www.investopedia.com Mark’s comments regarding EE Savings Bonds also apply to I-Bonds, which are very attractive …

Free Emergency Binders – Set of 3

How To Use These Binders We Minnesotans are a hardy, resourceful people. But even we need a little help during tough times. Being taken away …

24 Things To Do When A Loved One Dies (Get Your Free Emergency Binder!)

  Podcast Show Notes – The Architecture of Wealth   Date: 11/23/2022 Name of podcast: The Architecture of Wealth Episode title: What to Do When Someone …