Updates
Unlock Tax Savings and Maximize Giving by Donating Stock or Mutual Funds to Charity
Recently, a couple visited our advisors for the first time, seeking guidance on a specific financial challenge. Over time, they had accumulated a significant amount of appreciated company stock, whic…
Webinar Replay: 2024 Tax Strategies and Election Impacts
Don't leave money on the table. Transform your taxes with this webinar from the Sound Stewardship team!
Join us for our November 2024 webinar, featuring Managing Partner & Senior Wealth Advi…
Don’t Miss Out: The Other Vote You Could Be Casting
The upcoming presidential election is understandably on a lot of people’s minds right now. However, you may be missing another type of vote that has a significant impact on the world around you: pr…
Webinar Replay: What You Need to Know About Medicare
Whether you're new to Medicare or just want a refresher, this webinar is perfect for you. Don't miss your chance to gain valuable insights from industry experts! Join us for our October webinar, w…
Protect your credit: Freeze it!
It’s a fact of modern life: We are all susceptible to having our sensitive information stolen and potentially used fraudulently. It is very important to safeguard your data as much as possibl…
