Author: Matt Syverson, CFP®
Preparing for college can be daunting – here’s a helpful timeline
One of the biggest concerns our clients have is how to prepare for their children’s college expen…
Surprised by your 2018 taxes?
If you were like many Americans, you might have been surprised by either a smaller refund or a larger bill than you expected. 2017’s Tax Cuts and Jobs Act affected taxpayers in unexpected ways, espe…
Two major milestones for Sound Stewardship
When I started the company back in 2004, I had no idea where it would take me. Equipped with only a laptop and a phone, I was determined to help people discover more confidence and contentment …
How could year-end giving under the new tax law be different for you?
We’re entering one of the best times of year: the giving season! Even though Sound Stewardship is focused on generosity year-round, Americans up their interest in giving during the winter holiday mo…
Principle #7: It’s not about impressing the IRS
Our company is founded on the Sound Stewardship Principles: time-tested guidelines for long-term financial success. Today, we finish our series by looking at the final principle: Give Generously.
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