Updates

Webinar Replay – Navigating Travel with Financial Confidence  December 18, 2023 by Heatherlee Peterman

If you are traveling in 2024, we want to ensure you're well-prepared to make the most of your travel experiences while still being a good steward.Join Travel Agent Karen Harrison and Wealth Advisor D…

Webinar Replay – Enjoy tax-free IRA distributions with the impact of QCDs  December 4, 2023 by Heatherlee Peterman

If you are retired (or planning to soon) you won't want to miss this discussion of how to enjoy tax-free IRA distributions with the impact of QCDs. Join us December 14th, with Sound Stewardship's …

Enjoy tax-free IRA distributions with the impact of QCDs   November 28, 2023 by Matt Syverson, CFP®

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…

Webinar Replay: Major Tax Credits for Kansas Residents  November 3, 2023 by Heatherlee Peterman

If you are a resident of Kansas, you may be missing out on one of the best tax breaks available! Join us November 16th, when Sara Bloom, a KS Community Development Specialist, shares with us how …

Introducing Our Enhanced Faith-Driven Portfolios: Aligning Values with Investing  October 27, 2023 by Jonathan Harrison, CFP®

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…