Updates

Matt Syverson receives New Horizon Ranch’s Faithful Steward Award  December 6, 2019 By Matt Syverson, CFP®

The Sound Stewardship Principles culminate in Principle Seven: Give generously. Generosity is at th…

Company Stock Options giving you a headache? Three questions you should answer!  November 1, 2019 by Matt Syverson, CFP®

Whether you’re a new hire negotiating your compensation package or a long-time employee who has never had an intentional strategy for your stock options, you need to pay attention in order to make …

Giving from your IRA? How Qualified Charitable Distributions work  September 25, 2019 by Matt Syverson, CFP®

Are you a generous giver? Do you have an IRA account?  Are you over 70 ½ years old and withdrawing your Required Minimum Distribution (RMD)?  Good news! You can use a Qualified Charitable Di…

Are you qualified? How the QBI deduction works.  September 19, 2019 by Matt Syverson, CFP®

Welcome to fall, the season of back-to-school, bonfires...and business tax deductions.  Yes, it’s time to get serious about a tax projection for 2019, especially if you own a Specified Service …

Sound Stewardship’s summer of new additions  September 11, 2019 by Jonathan Harrison, CFP®

The Sound Stewardship team had a busy summer, with various adventures happening almost every week. In the midst of a strong growth year and new families to serve, we have been making a number of upda…