Author: Joel Reimer, CFP®
The 9 Most Common Scam Attempts in 2025
Fraud and identity theft aren’t slowing down. They're just evolving and becoming harder to detect. A
Why We’re Certified Kingdom Advisors®
You’re not alone if you’ve ever felt financial tension woven into life’s most meaningful decisions. It’s deeply personal, yet also universal.
For me, that tension showed up in the push and pu
Behind the Scenes at Sound Stewardship: Team Updates
As summer winds down, we’re reflecting on the year's highlights so far. This is some of what our team and their families have been up to.
Team Milestones
Team faithfulness: As of this summe
Understanding the One Big Beautiful Bill: What It Means for You
The passage of the One Big Beautiful Bill Act (OBBBA) affects nearly everyone who files taxes, so it’s important to understand the key changes. The bill included many tax provision tweaks, but we will
How a Staycation Supports Stewardship
What if staying home could be just as fulfilling as flying across the world?
My Instagram account is currently flooded by pictures of global adventures. This summer I’ve loved seeing my frien
College Planning: A Year-by-Year Guide for Families
One of the biggest concerns our clients have is how to prepare for their children’s college expenses. We can relate! The parents in our office are acutely aware of rising higher education costs and ho
Essential Credit Tips to Fortify Your Finances
A strong credit score is more than just a number—it's a gateway to financial opportunities, from securing favorable loan terms to unlocking premium credit cards and rental approvals. Whether you're bu
Weathering Economic Storms
I remember the most beautiful storm I’ve ever seen. Off in the distance, above the waters, a tumultuous bank of clouds looked ominous. Gray, diffused light shone from behind the clouds, reminding me t
4 Money Mindsets & the Key to Financial Success
Imagine sitting down to watch a play. The lights dim, the audience hushes, and the first actor strides on stage, launching into a gripping murder-mystery set during World War II. But then, out of nowh
Numbers You Need to Know for 2025
As we enter 2025, 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
