Author: Sound Stewardship Team

I never met my Uncle Hank. To be honest, I don’t ever remember even hearing about him. But his death caused quite a stir in my family.  Occasionally people joke about having an unknown rich un

Getting hacked I noticed something was up when I got my flight confirmation. Southwest Airlines had helpfully sent a standard email with details about my upcoming trip to Los Angeles. The only p

In our latest blog, we covered four of the most common scams targeting senior citizens. As fraud rates rise, we’ve been counseling our clients on how to protect themselves and their families from thes

We’ve been talking with our senior clients—and our clients with senior family members—about the rise in scams targeting the over-65 crowd. The surge in senior financial fraud is troubling. The Con

Retirement is a daunting transition. There are big changes in identity (“I am no longer defined by my profession”), relationships (“I don’t see the guys much anymore”), and time (“What do I do with 40

If you were like many Americans, you might have been surprised by either a smaller refund or a larger bill than you expected. 2017’s Tax Cuts and Jobs Act affected taxpayers in unexpected ways, especi

It seems that everyone likes to hate on business lately. Politicians rail against corporate interests and Wall Street greed. In pop culture, the bad guys are almost always in suits and ties. One recen

Early into 2019, the nervousness of last year is still lingering in the markets. Already this year, the headlines have been full of: Government shutdownsTrade warsBrexit turmoilPredictions of reces

When I started the company back in 2004, I had no idea where it would take me.  Equipped with only a laptop and a phone, I was determined to help people discover more confidence and contentment w

Right after we got married, my wife and I attended a seminar on basic financial literacy. Although the class wasn’t designed specifically for young couples, the timing was just right to help us start