Sohum Financial Planning

10/12/2026

October is National Financial Planning month! We are hosting a series of free webinars on key topics that ensure that you have a sound financial plan to meet your family & business goals.

This week we are kicking off with 2 timely workshops and then each week these will be held on Wednesday from 6pm to 7.30pm.

Monday, October 12: Long Term Care Planning & Your Retirement – 6pm to 7.30pm

Wednesday, October 14: Steps To Financial Security- Financial Planning 101

Please see comments for zoom links and to register. Most topics will have a workbook or special calculators available that will be emailed after you attend the session.

For more resources, visit our website:
www.SohumFinancialPlanning.com

Discover Sohum Financial Planning, a Colorado-based fiduciary firm offering comprehensive financial planning, investing, retirement and estate strategies to help you stay prepared at every stage of life.

10/11/2026

It was great to support The Joy of Freedom Festival at the USA booth on September 24th!

10/09/2026

Could this be you? Financial planning issues can keep you on your toes especially when it comes to tax strategies. Traditional family structures may no longer be the guiding principal when so much has changed in our culture, economy and local communities. Working with an expert fiduciary helps create clarity & confidence as you navigate through complex financial decisions.

October is National Financial Planning Month! Take control of your finances by scheduling a complimentary review today! See comments for details.

The higher cap on the federal tax deduction is the same for a single filer or a married couple, prompting some high earners to look for ways around the marriage penalty.

10/08/2026

Make sure that your senior family members are safe from these scams. 👇

FINRA has recently seen an increase in scams that target investors, particularly older investors, and manipulate them into transferring funds from their brokerage and other financial accounts.
Understanding how these schemes work and recognizing the warning signs can help investors better protect themselves from fraud and financial exploitation.

▶️ Learn more: https://bit.ly/4yHzy2u

10/06/2026

Monday October 5th market commentary from CNBC - in a nutshell, this stock market is highly manipulated by a handful of mega high cap companies who are masking the actual market conditions and the economic pain being felt by the average tax payer. Review your existing portfolio to ensure that asset location plays an equally important role as asset allocation for proper diversification and risk mitigation. See comments to schedule a complimentary review as we enter the fourth quarter of 2026. 👇

CNBC’s Jim Cramer said Nvidia, Microsoft and Meta are helping push stocks to records even as surging Treasury yields pressure much of the broader market.

10/05/2026

October is Financial Planning Month! Let’s make sure that your plan is aligned with your financial goals!

A CFP® professional is a trusted financial advisor committed to acting in your best interests, so you can be confident you’re on the path to a secure future.

09/28/2026

Monday market moves👇

Stocks fell Monday, weighed down by a jump in oil prices and Treasury yields to start the week.

09/24/2026

This is an important resource to non profits helping survivors of domestic violence. 👇

Supporting a survivor of domestic violence can require financial professionals to think beyond traditional planning strategies. This free, CE-eligible webinar series from the Foundation for Financial Planning and the Center for Survivor Agency and Justice will explore economic abuse, safe assessments and planning strategies that support survivors’ safety and long-term autonomy. The two-part series features Erika Sussman, JD, LLM and Katie VonDeLinde, MSW, LCSW. Register at ffpprobono.org/webinars/

09/23/2026

Our primary role is to be an expert fiduciary for our clients. Sometimes, despite best efforts to provide timely financial advise and recommendations, life happens! Frequently, the psychological & cultural conditioning around money & financial decisions overrides prudent behavior which can adversely impact your long term financial security and wellbeing. Here are some recent research results on consumer behavior 👇 The decisions you make today will impact the choices you have tomorrow- let’s ensure that you have a sound financial plan for maximum flexibility & optimal quality of life.

What happens when today’s expenses start competing with tomorrow’s goals? New CFP Board report, “Expensive Today, Elusive Tomorrow: A Survey About Affordability and the 2026 Elections,” found that 50% of advisors have seen clients make potentially risky financial moves in response to cost pressures, including early retirement withdrawals and reducing retirement contributions. Read the full report: https://www.cfp.net/news/2026/09/more-than-7-in-10-clients-count-viability-of-social-security-and-medicare-among-top-concerns