Author: Heatherlee Peterman

As I look back on 2025, I’m reminded that the most meaningful client conversations rarely start with market performance. Instead, they begin with the real-life questions and puzzles that clients bring

Few topics are as mysterious as investing. Investing has had an especially prominent place in the American story, being intimately connected with the idea of being “self-made.” But like all legends, r

The new year ushers in a wave of new limits that could influence your financial strategy. Savers maximizing their employer retirement plan contributions will see a new change if they are 50 yea

If you had to give away a million dollars in the next 12 months, how would you do it? No, really. Pause and picture this. How would you go about giving away a million dollars in the next year? W

It's important to stay updated on key financial numbers that can impact your planning and savings strategy. The biggest change this year includes a new 401(k) “Super Catchup” for those who turn age

What if there was a daily practice that costs nothing, takes less than five minutes, and is clinically proven to improve your sleep, heart health, and emotional well-being?  Good news: there i

Looking for a meaningful way to give back in Kansas City this holiday season? Sound Stewardship is partnering with Harvesters to fight hunger in our community, and we would love for you to join us!

Whether you're a long-time client, a recent connection, or a professional peer, we'd love for you to join us for an afternoon of community and connection! This fall we're excited to celebrate&nbs

Fraud and identity theft aren’t slowing down. They're just evolving and becoming harder to detect. At Sound Stewardship, we see dozens of serious attacks every year across the 200+ client families we