Author: Jonathan Harrison, CFP®

Are you a generous giver? Do you have an IRA account?  Are you over 70 ½ years old and withdrawing your Required Minimum Distribution (RMD)?  Good news! You can use a Qualified Charitable Distri

Welcome to fall, the season of back-to-school, bonfires...and business tax deductions.  Yes, it’s time to get serious about a tax projection for 2019, especially if you own a Specified Service Trad

The Sound Stewardship team had a busy summer, with various adventures happening almost every week. In the midst of a strong growth year and new families to serve, we have been making a number of updat

Recently, I was asked to share Sound Stewardship’s story with the Unconventional Business Network, a community of leaders who conduct their businesses using biblical principles.  https://vime

This headline from CNN caught my attention: “Forecast says double-dip recession is imminent.” The article quotes a leading forecaster from the Economic Cycle Research Institute: "It's either just b

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

Getting hacked I noticed something was up when I got my flight confirmation. Southwest Airlines had helpfully sent a standard email with details about my upcoming trip to Los Angeles. The only p

In our latest blog, we covered four of the most common scams targeting senior citizens. As fraud rates rise, we’ve been counseling our clients on how to protect themselves and their families from thes

We’ve been talking with our senior clients—and our clients with senior family members—about the rise in scams targeting the over-65 crowd. The surge in senior financial fraud is troubling. The Con

Retirement is a daunting transition. There are big changes in identity (“I am no longer defined by my profession”), relationships (“I don’t see the guys much anymore”), and time (“What do I do with 40