The passage of the One Big Beautiful Bill Act (OBBBA) affects nearly everyone who files taxes, so it’s important to understand the key changes. The bill included many tax provision tweaks, but we will

What if staying home could be just as fulfilling as flying across the world?  My Instagram account is currently flooded by pictures of global adventures. This summer I’ve loved seeing my frien

One of the biggest concerns our clients have is how to prepare for their children’s college expenses. We can relate! The parents in our office are acutely aware of rising higher education costs and ho

A strong credit score is more than just a number—it's a gateway to financial opportunities, from securing favorable loan terms to unlocking premium credit cards and rental approvals. Whether you're bu

I remember the most beautiful storm I’ve ever seen. Off in the distance, above the waters, a tumultuous bank of clouds looked ominous. Gray, diffused light shone from behind the clouds, reminding me t

Imagine sitting down to watch a play. The lights dim, the audience hushes, and the first actor strides on stage, launching into a gripping murder-mystery set during World War II. But then, out of nowh

As we step into 2025, the investment landscape feels just as uncertain than ever. Concerns about the economy linger, geopolitical tensions dominate headlines, and market valuations remain a hot topic

Are you looking to make this year different with a book that inspires real change? Last year the Sound Stewardship team enjoyed a number of finance and leadership books that have grown and challenged

Ten years ago, I made a change that completely shifted the trajectory of my life. I quit my job. I had become increasingly passionate about the profession of financial planning — not just the numbe

Recently, a couple visited our advisors for the first time, seeking guidance on a specific financial challenge. Over time, they had accumulated a significant amount of appreciated company stock, which