Updates

Five Ways Building Wealth is like Running a Marathon  October 24, 2016 by Jonathan Harrison, CFP®

This past weekend, I crossed a major item off my bucket list: I finished my first marathon. The training took months. It affected everything in my life for awhile (as my wife would attest). As I was …

2016 Senior Care Symposium  October 3, 2016 by Matt Syverson, CFP®

Navigating the finances and living arrangements for seniors As you journey toward and through your "golden years", are you wondering about how to care for yourself or your aging loved ones? Join us o…

Summer celebrations at Sound Stewardship  September 6, 2016 by Sound Stewardship Team

Now that the Olympics are over and school has started, summer is giving way to fall. As the seasons change, we’re happy to update you with all that’s been happening with the crew at Sound Stewards…

Five Steps to Prevent Investment Fraud  August 30, 2016 by Jonathan Harrison, CFP®

Earlier this August, an accountant here in Overland Park, KS, was sentenced to nine years in prison for embezzling more than $4 million from clients. His case made local news earlier this year when he…

Should your donations be used for overhead?  August 23, 2016 by Jonathan Harrison, CFP®

Years ago, a couple came to me because they had received an inheritance and wanted help giving it away. As successful retirees, they already knew that they didn’t need the money for living expenses.…