Author: Sound Stewardship Team

Is now the time to buy Bitcoin?  June 29, 2021 by Jonathan Harrison, CFP®

When my clients in their late eighties unanimously ask if they should buy Bitcoin, it’s probably time we should address the question. Should you invest in Bitcoin? There’s no escaping the Bitcoin q

Why is money so important?  April 10, 2021 by Jonathan Harrison, CFP®

I frequently have conversations with people about money. It’s the defining function of my job. Some people have a lot of money that they want to live off of. Others have just a little and want to grow

Do you know our next Client Care Associate? We’re hiring!  April 6, 2021 by Sound Stewardship Team

Sound Stewardship is hiring another Client Care Associate to expand our team. This position is a great first step in a financial planning career. Our Associates provide stellar service to clients, wor

Single? Set up a budget check-in to stay on top of your goals  March 31, 2021 by Jonathan Harrison, CFP®

If you’re single, how often do you have a budget check-in meeting? And whom do you meet with (besides yourself)? More than a third of our clients are one-person households; these solo-budgeters have c

How to do a budget meeting both spouses will enjoy  March 10, 2021 by Jonathan Harrison, CFP®

When you read the words “Regular Budget Meeting,” what do you feel? Panic? Excitement? Instant boredom? Anticipation? Fear? In the next few blog posts, we’re going to explore how a regular budget can

Inspiration for end-of-year giving  December 21, 2020 by Jonathan Harrison, CFP®

Sound Stewardship’s crowning principle is Give Generously. It’s the goal our first six guiding principles are all building toward. As a team, we try to actively encourage generosity and

Christmas Update: Lessons from 2020  December 18, 2020 by Jonathan Harrison, CFP®

It should come as no surprise that the Sound Stewardship team faced new challenges (working from home!) and learned new lessons (working from home, again!) this year. As we enter the Christmas season,

Should you refinance now? Answer these questions first.  November 24, 2020 by Jonathan Harrison, CFP®

Interest rates are once again at historic lows. Should you refinance your home? You’ve probably seen the headlines about low interest rates or heard friends talking about refinancing. Should you follo

Fraud alert! These identity scams are on the rise  October 30, 2020 by Jonathan Harrison, CFP®

In the last few weeks, we have noticed a surge in identity theft issues. Scammers have unfortunately taken advantage of the COVID-19 crisis and are growing bolder. These are the top 3 iden

How to Protect Yourself from Fraud & Identity Theft  October 29, 2020 by Jonathan Harrison, CFP®

If you haven’t been hacked yet, there’s a significant chance you will. The number of people falling prey to identity scams, cyber-attacks, and straight-up theft climbs every year. One troubling truth