Author: Matt Syverson, CFP®

New ways of working. Same passion for serving.  July 2, 2020 by Sound Stewardship Team

Summer is here, though it’s unlike any summer we’ve had before! The Sound Stewardship team continues working remotely. Right now we are serving clients via phone, email, and Zoom meetings. Bec

How to “glamp” without breaking the bank  May 21, 2020 by Matt Syverson, CFP®

At Sound Stewardship, we’re always advocating for innovative ways to live within your means while enjoying a rewarding life. For many people, travel is an essential part of a full life, but

How coronavirus is accelerating the coming biotech revolution  May 20, 2020 by Jonathan Harrison, CFP®

Early in the year, I felt so optimistic I wrote Hope for the 2020s: Why the next 10 years may be the best decade ever. I covered some of the progress that happened during the past decade— incredi

It’s not too late to save on 2019’s taxes  May 13, 2020 by Matt Syverson, CFP®

The Coronavirus Crisis and the resulting CARES Act have created an unprecedented tax season. In addition to extended filing deadlines, several relief measures could directly affect your 2019 taxes.

7 Smart Tax Planning Moves for 2020  May 1, 2020 by Matt Syverson, CFP®

The Coronavirus Crisis and the resulting CARES Act have created an unprecedented tax season. In addition to extended filing deadlines, several relief measures will directly affect your 2019 and 2020 t

10 Proactive Money Steps for these Crazy Times  April 7, 2020 by Jonathan Harrison, CFP®

A major challenge of being in a global crisis is sensing a lack of control. As the coronavirus pandemic has swept across countries, outside authorities have restricted our usual routines. Most of us h

How does the biggest U.S. stimulus package in history help you?  April 1, 2020 by Matt Syverson, CFP®

Your advisory team at Sound Stewardship is analyzing the potential impact of the recently passed CARES Act (Coronavirus Aid, Relief and Economic Security) on our clients’ families. This $2 t

Should you be concerned about the “Coronavirus Crash”?  February 28, 2020 by Jonathan Harrison, CFP®

When the COVID-19 outbreak originally broke in December, the markets did not seem to be too concerned. As news of the virus spreads, worry has grown and stocks have declined. Since its all-time record

What do you mean I need to update my estate plan?  February 25, 2020 by Matt Syverson, CFP®

Just before the end of the year, a little thing called the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed into law as part of the end-of-year appropriations bill. Most o

Big Changes for Growing Families  February 17, 2020 by Matt Syverson, CFP®

Just before the end of the year, a little thing called the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed into law as part of the end-of-year appropriations bill. Most o