Updates

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 by my profession”), relationships (“I don’t see the guys much anymore”), and time (“What do…

Surprised by your 2018 taxes?  March 26, 2019 by Matt Syverson, CFP®

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…

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…

Two major milestones for Sound Stewardship  February 15, 2019 by Matt Syverson, CFP®

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 …