Updates

Teens, Tuition and Financial Aid  October 11, 2018 by Matt Syverson, CFP®

We see a typical trend when talking with parents about paying for their students’ college tuition: The method each parent used to fund their own college experience is how they are subconsciously …

Staying Safe, One Year After the Equifax Breach  October 10, 2018 by Matt Syverson, CFP®

Last September, we posted a response to the historic Equifax breach. The breach affected nearly 150 million Americans as hackers had stolen birthdates, Social Security numbers, addresses and driver’…

September’s Financial To-Dos  September 17, 2018 by Jonathan Harrison, CFP®

Each month, we offer suggestions for ways to make regular progress toward your financial goals. Inspired by this list from Morningstar, we hope that by encouraging you to do at least one financial ma…

Principle #5: Stay Afloat with Diversification  September 12, 2018 by Matt Syverson, CFP®

The Sound Stewardship Principles™ are at the heart of how we serve. Recently, we’ve been taking a closer look at each of these principles and sharing what we believe leads to financial success. …

Don’t Miss Your Biggest Giving Opportunity  August 30, 2018 by Jonathan Harrison, CFP®

At Sound Stewardship, we’re honored to serve a very generous clientele. Most of the families we help have causes they love to support on a regular basis. Yet even among our clients, many have forgot…