Teresa "Tracy" Young, Sound Private Wealth

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

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title

Important Information & Disclosures: http://bit.ly/2f98X9d

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

Do you know the risk factors that can lead to cognitive decline?
10/19/2026

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

Try these activities to keep your brain sharp.

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

Thank you to the Port Washington Public Library for hosting our seminar, Taking Charge of the College Admissions and Col...
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.

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

🎓 College Planning Doesn't Have to Be Overwhelming!I'm excited to share that Rob Browne and I will be presenting a semin...
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,

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
10/12/2026

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.

Understanding the economy's cycles can help put current business conditions in better perspective.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
10/09/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

🎓 College Planning Doesn't Have to Be Overwhelming!I'm excited to share that Rob Browne and I will be presenting a semin...
10/08/2026

🎓 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,

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
10/07/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

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Port Washington, NY
11050

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