Author: Jonathan Harrison, CFP®
Syverson selected for the Children’s Mercy Hospital Planned Giving Council
After spending many hours at Children’s Mercy Hospital as the father of 2 children with special needs, Matt Syverson is pleased to announce that he has been selected to the Planned Giving Council for
Principles in Practice: Have a Long-Term Plan
Thankful for grateful, generous clients!
As Sound Stewardship® celebrates our 10th anniversary this year, we will be reflecting on the various achievements of our fantastic clients. One such couple c
Principles in Practice: Have a Long-Term Plan
What can tenacious twenty-somethings teach the rest of us?
As Sound Stewardship® celebrates our 10th anniversary this year, we will be reflecting on the various achievements of our fantastic clients.
Principles in Practice: Think Beyond Yourself
A fun figure for Matt’s family to follow!
Back in 2007, my family starting noticing that I was routinely late or absent for dinner, due to self-imposed work demands. I didn’t necessarily agree with t
Two Ways to Save Big on Taxes in 2013
If you enjoy making an impact through charitable giving, would like to reduce your taxes, and have IRA assets and/or investments in a taxable brokerage account, here are a few tax strategies you need
Evaluating the Exchange: Equipping Your Business for Change
Sound Stewardship, along with Polsinelli, PHD Retirement Consulting, and Keller & Owen hosted the Business Planning Forum: “Evaluating the Exchange.” We offered ideas and information to help equip
Rising Interest Rates and Your Portfolio
We know that investors have grown accustomed to recent historically low interest rates. But what will happen when the trend reverses?
Though no one knows when the Federal Reserve might increase its ta
Principles in Practice: Think Beyond Yourself
What a role model!
I recently met with one of our (female) clients who has a passion for being a great role model and encourager of young women. She seeks to help them graduate college and use their
Retirement around the corner? Five things to consider!
As a member of the Financial Planning Association of Greater Kansas City, Dan Weeks was invited to contribute an article to the Dollars and Sense section of the Kansas City Star. The article focuses o
Principles in Practice: Think Beyond Yourself
How about an Inter-generational Roth Conversion?
One of our generous retirees recently came to us with a desire to help their adult children start an investment portfolio, but didn’t know where to beg
