Updates
Numbers You Need to Know for 2025
As we enter 2025, it’s important to stay updated on key financial numbers that can impact your planning and savings strategy.
The biggest change this year includes a new 401(k) “Super Ca…
The Right Way to Invest in 2025
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…
5 Incredible Books to Transform 2025
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…
What Will You Thank Yourself for in 10 Years?
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 nu…
December Webinar: BOI Reporting Decoded
Confused about Beneficial Ownership Information (BOI) reporting obligations after the recent Texas US District Court decision and preliminary injunction? Don't miss this webinar! Join Manag…
