Jay Kready emphasizes the importance of planning for life transitions, such as career changes, relocations, and retirement, to align with personal values and goals. He encourages embracing these transitions with faith and intention, viewing them as opportunities for growth and purpose.
The holiday season is often the perfect chance to engage in meaningful conversations with loved ones.
Mark Brinser shares highlights from a busy summer season at Stewardship Advisors, including welcoming Jay Kready, transitioning to TradePMR as custodian, and expanding our client services team.
Meet Naomi Diehl, our spring 2024 intern, and see how she will be helping our team’s efforts.
As he welcomes the birth of a new grandchild into his family, John Simkins shares things to think about when planning for a new child or grandchild.
Leanne Fee explores refreshing your holiday traditions for more joy and less stress, so everyone can focus on what’s most important.
Logan Kready shares a six-part framework to assist in preparing adult children for their role in your legacy plan.
Leanne Fee shares an insightful approach to tackling challenging discussions in your personal and professional lives
John Simkins reflects on the opportunity to shape future generations’ relationship with money by passing on a legacy of financial independence and fiscal responsibility.
Meet Cael Brandt, our summer 2023 financial planning intern, and see how he will be helping our team’s efforts.
