Soundview Financial Group
12/23/2025
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.
01/23/2025
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.
Wishing you a new year filled with health, wealth and happiness. Happy 2025!
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Address
110 James Street Ste 100
Edmonds, WA
98020
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |