Financial Planning Articles | Stewardship Advisors

Retirement

Preparing for the Emotional Side of Retirement

September 9, 2025 By Mark Brinser

Retirement is a major life transition, and Mark Brinser explores how emotional readiness, purpose, and meaningful connection are just as essential to a fulfilling retirement as your financial plan.

People

Family-Owned Business Lessons Learned About Financial Clarity in Taiwan, Part 1

August 20, 2025 By John Simkins

John Simkins reflects on global research presented at the 2025 CSHCR conference in Taiwan, highlighting the financial dynamics of family-owned businesses across generations and cultures.

taxes

What you may want to know about the One Big Beautiful Bill Act (OBBBA)

August 1, 2025 By Jay Kready

Jay Kready outlines the new tax legislation designed to prevent 2025 tax hikes and deliver savings to families, seniors, and workers.

personal finance

Teaching Your Kids About Money and Investing: A Parent’s Guide

July 25, 2025 By Zak Drescher

Zak Drescher shares how everyday lessons you teach your kids today can grow into healthy money habits they’ll carry for a lifetime.

taxes

The Last-Dollar Secret: Lower Your Tax Bill While It Still Matters

July 2, 2025 By Thomas Talbott

Thomas Talbott highlights three smart ways to take advantage of today’s lower tax rates before it’s too late: Roth conversions, strategic RMD planning, and charitable giving.

Life

What if Retirement isn’t the Goal?

June 18, 2025 By Mark Brinser

Mark Brinser explains how longevity and intentional living can reshape your financial plan—and your life.

People

Life can bring challenges – tips to face it with increased confidence

May 28, 2025 By Jay Kready

Jay Kready informs us how to stay grounded and hopeful through life’s transitions with practical tips on preparation, gratitude, and mindset.

People

When to Get Help with Caregiving

May 21, 2025 By Leanne Fee

Leanne highlights the challenges of caring for aging parents while raising children, and reminds us that seeking support is okay—and aging is a profound privilege.

Client Stories

How We Helped Sally Create a Retirement Plan To Be Closer to Family

April 22, 2025 By Stewardship Advisors

See how we helped a client turn an inheritance into a retirement plan that supported her goal of living near loved ones.

Tech

Artificial Intelligence (AI): Run Toward It or Run Away From It?

April 16, 2025 By W. Lee Shertzer

Lee Shertzer compares Artificial Intelligence rise to the sewing machine’s impact in the 1800s, highlighting that while disruptive, AI will enhance productivity and create new opportunities, urging us to adapt and embrace change.

Financial Guidance That Brings Clarity