Author: Sound Stewardship Team

4 retirement challenges and how to face them with confidence  August 25, 2022 by Jonathan Harrison, CFP®

Are you experiencing more fear than usual right now? The financial world has seemed especially crazy this year. Money anxieties can get especially worse if you’re facing retirement. It’s easy to go do

How to make yourself recession-proof  August 16, 2022 by Jonathan Harrison, CFP®

Are we in a recession? It turns out this question is so controversial that Wikipedia recently had to turn off edits to its “Recession” page. People were getting into arguments around wh

5 reasons to consider a Roth conversion  June 20, 2022 by Jonathan Harrison, CFP®

In March, Matt wrote about 10 smart financial moves to make during uncertain times. One of those savvy strategies? Consider a Roth conversion. Why? In several circumstances, Roth IRA conversions can s

Three ways our simplified fee structure works for you  May 24, 2022 by Matt Syverson, CFP®

You’ve probably heard us talk about our simplified fee structure before, but you may not realize that it makes us unique among financial planning businesses. We are a flat fee-only firm. Tha

Would a recession right now be that bad?  May 5, 2022 by Jonathan Harrison, CFP®

I remember the first time I saw a forest intentionally set on fire. Forest fires were one of the scariest ideas to a child living deep in the woods of northern Michigan. Growing up, we had over 40,000

A safe way to earn 10X more interest than your bank  May 1, 2022 by Derek Hensley, CFP®

Do you have cash that you don’t want to invest in the market but you also don’t want inflation to just eat away? Where do you go in today’s low interest environment with online banks offering 0.50%

Tax-Loss Harvesting: How to make lemonade out of market lemons  April 27, 2022 by Matt Syverson, CFP®

In March, we discussed 10 financial moves you can make in the midst of uncertain times. Today, we want to  dig deeper into #8 on that list: Tax-loss harvesting. If you’re not a hands-on

Three habits to build financial contentment  April 22, 2022 by Jonathan Harrison, CFP®

At Sound Stewardship, we talk quite a bit about contentment. It’s one of our two goals for all of our clients, contentment and confidence, which underpin all our seven principles. As I’ve written befo

5 ways to proactively face your retirement fears  April 18, 2022 by Jonathan Harrison, CFP®

A couple months ago, I ran into a friend at church who was back in town for a visit. He and his wife moved out east to be near family after retirement several years ago. I asked him how retirement was

10 financial moves to make the most of uncertain times  March 15, 2022 by Matt Syverson, CFP®

With tensions rising as fast as gas prices, you may be wondering what you should do to protect your assets or make the most of climbing interest rates. Below are 10 practical tips you can do right