Author: Jonathan Harrison, CFP®
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
Dates to Remember: Year-End Deadlines
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)
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
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
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
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
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
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
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.