Updates

Three Ways to Make Progress on Your Financial Goals in the New Year  December 29, 2015 by Jonathan Harrison, CFP®

A new year is just about here, and with it comes the list of well-intentioned resolutions. Money goals can be particularly challenging, because they tend to come with strong emotions like anxiety…

The Charitable IRA Rollover has been passed!  December 22, 2015 by Sound Stewardship Team

This came to us as great news, but before we get carried away making changes to meet year end dates, there are a few details that you may want to know about the bill and the IRA rollover: The IRA r…

How to Spend Your Christmas Bonus  December 18, 2015 by Jonathan Harrison, CFP®

Many employers use the Christmas season to pay out bonuses based on company performance for the year. Sometimes these bonuses can be significant. If you’re fortunate enough to get an unexpected wind…

Is it just me, or are things getting worse?  December 11, 2015 by Jonathan Harrison, CFP®

Shootings. ISIS. Recessions. Political scandals. Don’t even get me started on the New England Patriots’ season. Is the whole world falling apart? Really. Things seem to be getting worse every yea…

How to Win at Black Friday!  November 19, 2015 by Sound Stewardship Team

It is that time of year again. Black Friday is rapidly approaching. Many consider it the Super Bowl of shopping. Many teams (families) have been practicing all year for this day. We have all heard a…