Author: Matt Syverson, CFP®
How does the biggest U.S. stimulus package in history help you?
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 $…
What do you mean I need to update my estate plan?
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 …
Big Changes for Growing Families
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 …
This new law is the biggest change to retirement accounts in a decade
Just before the end of 2019, 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 of t…
Matt Syverson receives New Horizon Ranch’s Faithful Steward Award
The Sound Stewardship Principles culminate in Principle Seven: Give generously. Generosity is at the very heart of our business. It’s the reason our firm is based on a flat-fee structure—so we ca…
