Author: Jonathan Harrison, CFP®

Every fall our team reflects on the year's highlights so far. As we head into the final quarter of 2026, this is some of what our team and their families have been up to. Team Milestones Every y

At Sound Stewardship, we provide a document vault within your client portal that can serve as a repository for documents for which you would like to have remote access. It also provides a secure way t

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

Many people, when searching for a financial advisor, ask if we are fiduciaries. First, it’s helpful to understand what a fiduciary is. I’ll also explain why it matters for you when choosing a financia

I never met my Uncle Hank. To be honest, I don’t ever remember even hearing about him. But his death caused quite a stir in my family.  Occasionally people joke about having an unknown rich un

In his bestselling book, Atomic Habits, author James Clear makes the case that tiny consistent actions are the foundation of massive transformation. We intuitively understand that our habits influence

Two hundred fifty years ago this week, a small group of people signed their names to a document that meant risking their lives. Freedom was their rallying cry. Freedom from unfair taxes, a distant gov

Giving is an important part of many people’s faith and financial life. For most, generosity means writing a check or giving cash on a regular basis, but what many people don’t realize is that cash may

529 Plans have long been one of the better tools for education savings. The basic idea is simple: you make contributions, invest the money, and the earnings can come out tax-free when used for qual