Search Results for "giving"
Enjoy tax-free IRA distributions with the impact of QCDs
For decades you’ve given generously to your favorite charities while faithfully saving into your 401k or IRA. So, it's normal to experience some whiplash when a financial advisor tells you it…
Introducing Our Enhanced Faith-Driven Portfolios: Aligning Values with Investing
At Sound Stewardship, we've always believed that investing is more than just about your financial goals. Your investing can also be a way to live out your values. That’s why we offer a variety of v…
Helping Kids Develop Healthy Money Habits
What were your earliest memories about money?
Maybe it was your first job or your first time saving to buy something you really wanted. Or maybe it was not a happy memory, and your family struggle…
7 struggles of the wealthy and how to face them with faith
We offer comprehensive wealth management for a wide variety of clients at Sound Stewardship, and some of them have levels of wealth that they’d never be able to consume during their lifetime. Does …
What’s the right Donor-Advised fund for me?
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 t…
