Author: Jonathan Harrison, CFP®

What If Scrooge Was Right?  December 15, 2016 by Jonathan Harrison, CFP®

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  December 6, 2016 by Matt Syverson, CFP®

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

Dates to Remember: Year-End Deadlines  November 30, 2016 by Matt Syverson, CFP®

With the end of the year quickly approaching, there are a number of important deadlines to keep in mind. 2016 DEC 15 - Deadline for healthcare open enrollment for plans beginning Jan. 1 (More info

What We’re Reading: Here’s Why You’re Arguing About Money (and How to Stop Now)  November 29, 2016 by Jonathan Harrison, CFP®

Money can be a major source of conflict in any relationship, especially marriage. We’ve written before that the main reason for this is that couples often have different “money scripts,” unconscious b

Important Health Insurance Deadlines Coming Up  November 23, 2016 by Jonathan Harrison, CFP®

Important Health Insurance Deadlines Coming Up What to do about open enrollment and Medicare With the election of Donald Trump and Republican majorities in both houses of Congress, the future of healt

Two Questions for Greater Contentment  November 16, 2016 by Jonathan Harrison, CFP®

Each November, as Thanksgiving approaches, my wife encourages everyone in our family to name one thing we’re thankful for each night at the dinner table. It helps our family focus on gratitude and gro

Top Tax Tips for 2016  October 27, 2016 by Jonathan Harrison, CFP®

Many people think about taxes in the Spring (when they’re due) or in December (when it may be too late to do anything meaningful). If you believe you pay too much in taxes, now is the time to make cha

Five Ways Building Wealth is like Running a Marathon  October 24, 2016 by Jonathan Harrison, CFP®

This past weekend, I crossed a major item off my bucket list: I finished my first marathon. The training took months. It affected everything in my life for awhile (as my wife would attest). As I was

2016 Senior Care Symposium  October 3, 2016 by Matt Syverson, CFP®

Navigating the finances and living arrangements for seniors As you journey toward and through your "golden years", are you wondering about how to care for yourself or your aging loved ones? Join us on

Summer celebrations at Sound Stewardship  September 6, 2016 by Sound Stewardship Team

Now that the Olympics are over and school has started, summer is giving way to fall. As the seasons change, we’re happy to update you with all that’s been happening with the crew at Sound Stewardship.