Author: Matt Syverson, CFP®
5 questions to guide your year-end charitable giving
‘Tis the season (already!) for evaluating your 2021 generosity practices and making solid year-end charitable giving decisions. Are you on track to meet your goals? We are currently helping clien
Five smart strategies for year-end tax planning
Most of us grit our teeth through tax season...and then try to forget all about it until next April. As your friendly neighborhood wealth advisors, it’s our job to remind you that the annual head
How to Choose Faith Over Financial FOMO
Over the past year and a half, we’ve all gone through a lot of disruption. Most of us have had many opportunities to ask ourselves: Is this really how we want to live? Periodically taking stock of you
Preparing for the Unprecedented: Thoughts on the Pandemic so far
As we enter a new phase of pandemic life (the coronavirus is still spreading while our communities try to balance reopening risks and rewards), I want to take a minute to reflect on how COVID-19 has a
How to “glamp” without breaking the bank
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
