Author: Jonathan Harrison, CFP®

Replace Income in Retirement Using the Bucketing Approach  April 17, 2019 By Jonathan Harrison, CFP®

Retirement is a daunting transition. There are big changes in identity (“I am no longer defined b…

Can investing save the world? A case for impact investments  February 20, 2019 by Jonathan Harrison, CFP®

It seems that everyone likes to hate on business lately. Politicians rail against corporate interests and Wall Street greed. In pop culture, the bad guys are almost always in suits and ties. One rece…

Financially anxious? This chart may calm you down.  February 19, 2019 by Jonathan Harrison, CFP®

Early into 2019, the nervousness of last year is still lingering in the markets. Already this year, the headlines have been full of: Government shutdownsTrade warsBrexit turmoilPredictions of rece…

Financial advice that changed my life  January 24, 2019 by Jonathan Harrison, CFP®

Right after we got married, my wife and I attended a seminar on basic financial literacy. Although the class wasn’t designed specifically for young couples, the timing was just right to help us star…

We’re Hiring!  January 17, 2019 by Jonathan Harrison, CFP®

Take the next step in your financial planning career! Sound Stewardship is seeking a customer service guru for our Client Care Specialist opening. The Client Care Specialist is a great position …