Author: Sound Stewardship Team

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

This new law is the biggest change to retirement accounts in a decade  February 11, 2020 by Matt Syverson, CFP®

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 th