Search Results for "giving"

How to Spend Your Christmas Bonus  December 18, 2015 by Jonathan Harrison, CFP®

Many employers use the Christmas season to pay out bonuses based on company performance for the year. Sometimes these bonuses can be significant. If you’re fortunate enough to get an unexpected wind…

Unique Opportunity to Reduce Your Kansas State Taxes  October 8, 2015 by Matt Syverson, CFP®

As you consider year-end tax reduction strategies, you may not know that both Kansas and Missouri offer special credits that can help reduce your state taxes. For instance, Kansas announced recently …

Best Warren Buffett Quotes from His Annual Letter to Shareholders  May 6, 2015 by Jonathan Harrison, CFP®

The Sound Stewardship advisors headed up to Nebraska last weekend to hear the “Oracle of Omaha” at Berkshire Hathaway’s annual meeting. On having an emergency cash reserve: Warren Buffett is …

Two Ways to Save Big on Taxes in 2013  December 9, 2013 by Sound Stewardship Team

If you enjoy making an impact through charitable giving, would like to reduce your taxes, and have IRA assets and/or investments in a taxable brokerage account, here are a few tax strategies you need …

Principles in Practice: Think Beyond Yourself  July 18, 2013 by Matt Syverson, CFP®

How about an Inter-generational Roth Conversion? One of our generous retirees recently came to us with a desire to help their adult children start an investment portfolio, but didn’t know where to b…