Author: Matt Syverson, CFP®
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 it
4 Mistakes Families Make That Increase the Cost of College
This guest post is by College Inside Track, whose passion is to help students navigate the complicated college selection process, find the right fit and get the best price at schools they consider. Fa
The Top 6 (Non-Financial) Mistakes to Avoid in Retirement
If you Google “mistakes in retirement”, all the top hits are about money, applying for benefits, and the like. We believe it's absolutely critical to have a solid financial plan for your retirement (a
11 Smart Money Tips for International Vacations
Have you been saving up for a globe-trotting summer vacation? Planning an international excursion sometime soon? At Sound Stewardship, we remind our clients that an ocean-hopping trip isn’t an excuse
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 Woods
What’s the right Donor-Advised fund for me?
If you enjoy giving to charities, ministries, or non-profits then you have probably heard the term “Donor-Advised Fund” or “DAF” for short. A DAF can simplify the giving process leaving you to handle
We are celebrating 19 years in business!
As we stop and reflect on the last 19 years, we can't help but be humbled and grateful for the amazing clients we serve. Because of you, we get to do what we love, stewarding the wealth that God has p
10 questions to answer before you retire
We are so excited to host our first live event of the year! If you are thinking about retirement at all, you will not want to miss this. We will be addressing the 10 questions you need to answer&
The 2022 Investment Quilt Chart
The above image is our annual update to the "Asset Quilt Chart", showing how different investment classes did last year and each of the previous 9 years before. The column on the right shows the 10-ye
6 things to get you off the couch in retirement
After decades of working and planning, you have finally achieved the greatest desire of many: retirement. You may have served in different roles throughout your career, but finally being able to put o