Author: Jonathan Harrison, CFP®
Sound Stewardship on the Fervor blog
The Syversons and Sound Stewardship were recently highlighted by our friends at Fervor. For instance, did you know that Matt was a jazz major for part of his college experience?
Head over to their we
February’s Financial To-Dos
Inspired by Morningstar’s Financial To-Do List, we’re offering a few tasks each month for tackling what can seem like an overwhelming project: getting or keeping your financial house in order.
By foc
What the Dow Hitting 20,000 Means For You
You may have heard on the news that the Dow Jones Industrial Average hit 20,000 today. What does this mean? Should this matter to you?
Often called “the Dow,” this index is a list of 30 major US comp
January’s Financial To-Dos
Inspired by Morningstar’s Financial To-Do List, we’re offering a few tasks each month for tackling what can seem like an overwhelming project: getting or keeping your financial house in order.
By foc
Top Book Recommendations for 2017
2016 was the year that I finally got to read as much as I’ve always wanted to. How? The answer lies in audiobooks. Commute time and boring chores, when paired with audiobooks, became opportunities to
Why You Won’t Make Any Progress on Your Financial Goals in 2017
What do you want to accomplish in your financial life during this new year? Do you need to get a better handle on your investments? Get out of debt? Change your spending? Switch advisors? Create a pla
What Should You Do With That Old 401(k)?
If you have money in a retirement plan at a previous employer, what should you do with it? Assuming your balance is in a plan like a 401(k) or 403(b) defined contribution plan, you have three basic ch
How To Donate $50,000 or More Without Making Things Worse
No one wants to make a charity worse off, especially those who are giving large donations. Yet this is exactly what Dale was afraid he was doing.
Dale was a successful business owner in Portland, Ore
What If Scrooge Was Right?
The character Ebenezer Scrooge doesn’t get much love. Charles Dickens described him so meanly in A Christmas Carol that his name has become synonymous with miserliness. But does Scrooge get a bad rap?
Planning for senior care? The four questions you should ask
I began my journey into senior care in 1996, going to all sorts of long-term care facilities, from assisted living to residential and everything in between. On every visit, I was wearing a uniform and
