Author: Matt Syverson, CFP®
College Planning: A Year-by-Year Guide for Families
One of the biggest concerns our clients have is how to prepare for their children’s college expen…
Using ABLE Accounts and Special Needs Trusts
It’s unfortunate that the most vulnerable people among us often face the greatest obstacles when navigating the complexities of special needs arrangements. For individuals with disabilities, the ve…
Enjoy tax-free IRA distributions with the impact of QCDs
For decades you’ve given generously to your favorite charities while faithfully saving into your 401k or IRA. So, it's normal to experience some whiplash when a financial advisor tells you it…
7 struggles of the wealthy and how to face them with faith
We offer comprehensive wealth management for a wide variety of clients at Sound Stewardship, and some of them have levels of wealth that they’d never be able to consume during their lifetime. Does …
A Big Change for Sound Stewardship – We’re Moving!
After nearly 20 years at Lighton Plaza, the Sound Stewardship team is moving! Over the next couple months, we are excited to unveil our new location just down the road in the beautiful Corporate Wood…
