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

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

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

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

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

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

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

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%

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

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