Financial Guidance That Brings Clarity

There are two types of transitions in life – those we see and those we don’t. Transitions can make you feel anxious – even those that you’ve been expecting. At Stewardship Advisors, it is our goal to help you prepare, not repair. We want you to be financially prepared by regularly assessing any life transitions […]

Earliest Memory of Money
May 14, 2020

Think back to when you were a kid: what is your first memory of money? The first thing that comes to mind for me is receiving a folded-up dollar bill to place in the offering plate at church. Your memory may be less pleasant, but maybe you recall your parents arguing over money – further […]

Three Little Bears
May 1, 2020

A favorite book in our household is “Goodnight Moon,” written by Margaret Wise Brown. My oldest son, who is now six, has “outgrown” the book, but my youngest son just recently picked it up and asked me to read it again for the first time in a long time. One of the pages reads, “there […]

Prepare vs Repair
March 13, 2020

Every year, as a firm, we do something that is very important for you, but you probably never noticed…and that’s a good thing. What is it? We run a test of our Business Continuity Plan, or BCP. As part of this testing procedure, every single person in our office works remotely for the day to […]

Resolutions for a Financially Focused 2020
January 10, 2020

If you enjoy taking the opportunity a new year offers to make resolutions, make sure financial resolutions are a part of that focus. Formulating financial resolutions this year can help get you closer to long term goals like retirement, a large purchase, business ownership or debt elimination. Here are just a few practical ideas to […]

Greg and Jennifer are in their late 30s and have prudently managed their finances ever since they got married. With the changes in the recent tax laws and while realizing they are just barely able to itemize their deductions on their tax return, they decide to save more taxes by immediately donating to their favorite […]