Author: Jonathan Harrison, CFP®

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

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

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

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

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

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

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

Focus on what you can control!   Check out this recent post from Matt Becker on the Four Factors that you CAN control regarding your investments, which help you ignore all of the noise and distr

Do you have a plan to stay productive and active? Check out this recent article in USA Today on the pitfalls of not having a plan to make an impact during your retirement years. http://usat.ly/11UOJT7

If you’re anything like me, you have plenty of good intentions and a vision for your future. But how many of those dreams have you let fall by the wayside because you never actually took the time to d