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Author: Jonathan Harrison, CFP®

Helping Kids Develop Healthy Money Habits  August 28, 2023 by Jonathan Harrison, CFP®

What were your earliest memories about money? Maybe it was your first job or your first time saving to buy something you really wanted. Or maybe it was not a happy memory, and your family struggle…

11 Smart Money Tips for International Vacations  April 22, 2023 by Jonathan Harrison, CFP®

Have you been saving up for a globe-trotting summer vacation? Planning an international excursion sometime soon? At Sound Stewardship, we remind our clients that an ocean-hopping trip isn’t an excu…

10 questions to answer before you retire  January 25, 2023 by Jonathan Harrison, CFP®

We are so excited to host our first live event of the year! If you are thinking about retirement at all, you will not want to miss this. We will be addressing the 10 questions you need to answer…

The 2022 Investment Quilt Chart  January 5, 2023 by Jonathan Harrison, CFP®

The above image is our annual update to the "Asset Quilt Chart", showing how different investment classes did last year and each of the previous 9 years before. The column on the right shows the …

4 retirement challenges and how to face them with confidence  August 25, 2022 by Jonathan Harrison, CFP®

Are you experiencing more fear than usual right now? The financial world has seemed especially crazy this year. Money anxieties can get especially worse if you’re facing retirement. It’s easy to …