Author: Jonathan Harrison, CFP®

As you consider year-end tax reduction strategies, you may not know that both Kansas and Missouri offer special credits that can help reduce your state taxes. For instance, Kansas announced recently

Handling market volatility ahead of time You may have noticed that the stock market did a little something this week. I don’t know how you could’ve missed it. Every news site, TV channel, and social m

In one of my favorite scenes from the TV show The Office, Robert California (the boss after Michael Scott) is able to start a conversation with the normal, “How are you today?” and then use someone’s

We are excited to introduce you to Derek Hensley, our new Client Care Specialist. Before joining Sound Stewardship, he worked as a fund accountant at State Street Bank in Kansas City, Missouri. Derek

Warren Buffett is renowned for his investment savvy. In the 50 years he’s owned Berkshire Hathaway, its value has increased a whopping 1,826,163%. His success at buying profitable businesses has taken

The One-Page Financial Plan by Carl Richards It’s easy to feel confused or paralyzed by your finances, even if you have shelf full of books on finance. If that’s the case for you, our advisors recomm

  I look forward to that point in the meeting when the chairs of the husband and wife I’m meeting with swivel inward so they are facing one another. When we reach that moment it means the couple

Three years ago I got serious about my health and started walking. Regularly. Then walking slowly turned into jogging, and jogging eventually turned into running. I started running in races with famil

“So your kid can tweet ‘#blessed’” – Number 70 of 529 Reasons to Open a 529 Plan. This pretty much sums up my feelings toward the 529 plan my parents created for me 18 years ago. Granted, I didn’t kn

The Sound Stewardship advisors headed up to Nebraska last weekend to hear the “Oracle of Omaha” at Berkshire Hathaway’s annual meeting. On having an emergency cash reserve: Warren Buffett is as renow