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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Sound Wealth

Name: Sound Wealth
Address: 10000 Lincoln Drive E, Suite 201, Marlton, NJ, 08053, US
Telephone: +17322764303
Price range: Not Applicable

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Christian, fiduciary financial advisory firm. Financial planning, tax strategy, investments, and business advisory under one roof. Marlton, NJ.

Led by Matt Reakus, CFP®, CKA®, CEPA, EA. Serving clients nationwide.

10/09/2026

A line that comes up often in our planning meetings: not what you want to retire from, but what you want to retire to. The from part fills itself in. The to part takes some thinking, and it's the better conversation anyway. What's on your to list?

10/08/2026

💰 TREASURE THURSDAY

The nautilus builds one chamber at a time and never once checks its balance. 🐚

"Whoever gathers money little by little makes it grow."
Proverbs 13:11

For educational purposes only. Nothing here is investment, tax, or legal advice. Advisory services offered through Sound Wealth LLC, an investment adviser registered in NJ, PA, IL, and TX.

10/06/2026

Week eleven, and we're getting close to the big one. The rule of 25x: a working target for retirement savings is about 25 times what you spend in a year. What you spend, not what you earn.

Spend $60,000 a year, and the target is around $1.5 million. Spend less, and the target drops with you, which is why knowing your real expenses is worth more than any market forecast.

Next week: the rule that explains where the 25 comes from.

For educational purposes only. Nothing here is investment, tax, or legal advice. Advisory services offered through Sound Wealth LLC, an investment adviser registered in NJ, PA, IL, and TX.

10/02/2026

File this one under sayings that get truer with age: don't let wealth pick your friends. Money is a wonderful tool and a terrible matchmaker, and the richest thing in most rooms is the friendship in it. The ones that hold steady are worth guarding as carefully as any account.

10/01/2026

💰 TREASURE THURSDAY

Some things you grow. Some things just grow on you. 🍎

"The blessing of the Lord brings wealth, without painful toil for it."
Proverbs 10:22

For educational purposes only. Nothing here is investment, tax, or legal advice. Advisory services offered through Sound Wealth LLC, an investment adviser registered in NJ, PA, IL, and TX.

09/29/2026

Sound Bites, week ten, one for the rental-property dreamers: the 1% rule. A rental should bring in monthly rent of at least 1% of what you paid for it. A $200,000 house wants to rent for about $2,000.

It's a rough first screen, not the final word, and in plenty of markets it's a hard bar to clear. But it keeps the math honest before the heart falls in love with a porch.

For educational purposes only. Nothing here is investment, tax, or legal advice. Advisory services offered through Sound Wealth LLC, an investment adviser registered in NJ, PA, IL, and TX.

09/24/2026

💰 TREASURE THURSDAY

Giving grudgingly is a little like tipping with exact change. Technically generous. 🌾

"Each of you should give what you have decided in your heart to give, for God loves a cheerful giver."
2 Corinthians 9:7

For educational purposes only. Nothing here is investment, tax, or legal advice. Advisory services offered through Sound Wealth LLC, an investment adviser registered in NJ, PA, IL, and TX.

09/22/2026

Week nine: the 3-day rule, the 30-day rule's quick little cousin. For purchases too small to wait a month on but big enough to sting, sleep on it three times.

It's exciting on day one, interesting on day two, and by day three it's either still worth it or already forgotten. Either way, you win.

For educational purposes only. Nothing here is investment, tax, or legal advice. Advisory services offered through Sound Wealth LLC, an investment adviser registered in NJ, PA, IL, and TX.

09/17/2026

💰 TREASURE THURSDAY

Worrying: the only job that pays you in gray hair. 🐦

"Do not worry about your life. Can any one of you by worrying add a single hour to your life?"
Matthew 6:25-27

For educational purposes only. Nothing here is investment, tax, or legal advice. Advisory services offered through Sound Wealth LLC, an investment adviser registered in NJ, PA, IL, and TX.

09/15/2026

Sound Bites, week eight: the rule of 110. Subtract your age from 110, and that's a starting point for how much of your portfolio might sit in stocks. At 30 that's about 80%, at 60 about 50%.

It's a rule of thumb, not a prescription, and your own mix should fit your own life, goals, and sleep-at-night number. But the idea underneath is sound: trim the sails a little as the harbor gets closer.

For educational purposes only. Nothing here is investment, tax, or legal advice. Advisory services offered through Sound Wealth LLC, an investment adviser registered in NJ, PA, IL, and TX.

Address

10000 Lincoln Drive E, Suite 201
Marlton, NJ
08053

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+17322764303

Website

http://soundwealth.us/

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