Author: Sound Stewardship Team

The Top 6 (Non-Financial) Mistakes to Avoid in Retirement  May 18, 2023 by Sound Stewardship Team

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  April 22, 2023 by Jonathan Harrison, CFP®

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!  April 11, 2023 by Matt Syverson, CFP®

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?  March 10, 2023 by Matt Syverson, CFP®

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!  February 2, 2023 by Matt Syverson, CFP®

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  January 25, 2023 by Jonathan Harrison, CFP®

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  January 5, 2023 by Jonathan Harrison, CFP®

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  November 28, 2022 by Derek Hensley, CFP®

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

Are you prepared for the next disaster? Four things you should do now!  September 25, 2022 by Joel Reimer, CFP®

Natural disasters are something that not many people think about until it is too late. Since September is Disaster Preparedness Month, we thought it a great time to share tips we have learned over the

You are not your own best guide! 5 things to look for in a financial planner.  September 7, 2022 by Matt Syverson, CFP®

My wife and I recently celebrated our 25th wedding anniversary by taking a trip to Costa Rica. Over the two weeks we were there, we visited many fascinating places and went on 8 different guided tours