Author: Jonathan Harrison, CFP®
Single? Set up a budget check-in to stay on top of your goals
If you’re single, how often do you have a budget check-in meeting? And whom do you meet with (besides yourself)? More than a third of our clients are one-person households; these solo-budgeters hav…
How to do a budget meeting both spouses will enjoy
When you read the words “Regular Budget Meeting,” what do you feel? Panic? Excitement? Instant boredom? Anticipation? Fear? In the next few blog posts, we’re going to explore how a regular budg…
Inspiration for end-of-year giving
Sound Stewardship’s crowning principle is Give Generously. It’s the goal our first six guiding principles are all building toward. As a team, we try to actively encourage generosit…
Christmas Update: Lessons from 2020
It should come as no surprise that the Sound Stewardship team faced new challenges (working from home!) and learned new lessons (working from home, again!) this year. As we enter the Christmas season…
Should you refinance now? Answer these questions first.
Interest rates are once again at historic lows. Should you refinance your home? You’ve probably seen the headlines about low interest rates or heard friends talking about refinancing. Should you fo…
