Author: Jonathan Harrison, CFP®

“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

“MOVIN’ UP, MOVIN’ IN & MOVIN’ OUT!” Congratulations are due for Joel Reimer who recently passed his CFP® exam! Most people think all financial planners are “certified,” but this isn’t true. Only

When it comes to year-end tax planning, you need to have a good understanding of both your own financial situation and the tax rules that apply. It’s important to evaluate your tax situation now, whil

Throughout our schooling we were always told that any transgression would go on our “permanent record,” and of our studies we’d think, “Why do I need to know this? I’ll never need this in the real wor

Welcome to week number two of my saving for college blog series! Previously, I wrote about the high cost of attending college. Today we’ll look into savings strategies to use while college-bound child

Knowing that September is College Savings Month, I thought it would be a good time to address it. A friend of mine recently brought an uneducated and expensive little ball of joy into this world. He a

Have you ever stood at the pump wondering why you’re paying so much to fill up your vehicle? The answer is … complicated.According to the U.S. Energy Information Administration (EIA), many factors co

Most recent college graduates and emerging professionals struggle with the seemingly competing tasks of saving for retirement and paying down student loan debt. As a result, many reach mid-career behi

It is with great fanfare and celebration that we can announce another family is completely debt free, now that their mortgage has been paid off early. This wonderful, pre-retired couple hired us back