Sound Financial Strategies Group

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What is the purpose of an estate plan? (examples + next steps)

4 min read

What is the purpose of an estate plan? (examples + next steps)

We’ve said it before, but I’ll say it again — estate planning as a topic isn’t exactly a fun one, as it requires us to consider our own mortality....

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Investing governance for college and university endowments

5 min read

Investing governance for college and university endowments

College and university endowments are absolute marvels. Yes, you play an essential role in the long-term health and sustainability of your...

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Real assets vs. financial assets for college and university endowments

6 min read

Real assets vs. financial assets for college and university endowments

If you’re reading this, you likely have a goal in front of you that is challenging you to think about investment planning for your college endowment...

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Should I be scared to look at my investment accounts?

4 min read

Should I be scared to look at my investment accounts?

This may sound crazy to some of you folks out there, but I absolutely love this question because this has the potential to be an impactful learning...

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How to plan for retirement in your 30s

5 min read

How to plan for retirement in your 30s (tips + examples)

If you’re reading this right now, and you’re in your 30s, I am willing to wager that you get in the abstract sense why planning early for retirement...

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Investing After Retirement (Tips + Examples)

6 min read

Investment After Retirement (Tips + Examples)

Investing after retirement is an exciting topic, but it is one you must enter into with great care and purpose. More specifically, you need to bring...

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How much does estate planning cost

4 min read

How Much Does Estate Planning Cost? (Tips + Examples)

Let’s be honest. If you’re here to learn about estate planning costs, we’re about to walk into a conversation that no one really wants to have. It...

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What is the advantage of investing for retirement early? (+ examples)

4 min read

What is the advantage of investing for retirement early? (+ examples)

What is the advantage of investing for retirement early? (+ examples) It’s an exciting time of your life when you’re between 25 and 35 years old:...

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Real assets vs. financial assets (comparison + examples)

4 min read

Real assets vs. financial assets (comparison + examples)

Real assets vs. financial assets (comparison + examples) When you start knocking on the door of needing to define real assets vs. financial assets,...

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What are investable assets? (definition + examples)

5 min read

What are investable assets? (definition + examples)

What are investable assets? (definition + examples) If your financial literacy journey has led you here to our virtual doorstep to learn about what...

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Bible verses about wealth

13 min read

Bible verses about wealth

Bible verses about wealth Anytime I write, I try to picture who the reader is — yes, I am trying to picture you, right now. And that may be both...

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What Is Biblically Responsible Investing? (Definition + Examples)

6 min read

What Is Biblically Responsible Investing? (Definition + Examples)

What Is Biblically Responsible Investing? (Definition + Examples) “What does the Bible say about money?” More than any other question, this is...

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How to choose a financial advisor (tips + questions to ask)

6 min read

How to choose a financial advisor (tips + questions to ask)

How to choose a financial advisor (tips + questions to ask) As a financial planning professional myself, there is nothing I love more than getting to...

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7 Best Compound Interest Investments (Overview + Examples)

9 min read

7 Best Compound Interest Investments (Overview + Examples)

7 Best Compound Interest Investments (Overview + Examples) “Compound interest is the eighth wonder of the world. He who understands it, earns it… he...

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How Does the U.S. Economy Work? (An Accessible Overview for All)

7 min read

How Does the U.S. Economy Work? (An Accessible Overview for All)

How Does the U.S. Economy Work? (An Accessible Overview for All) Recently, a client asked me a great question: “Is there a book you can recommend...

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Asset management vs wealth management, which is right for you? (+ examples)

9 min read

Asset management vs wealth management, which is right for you?

I’ll be honest, I get excited when folks like you come to me with questions like this. You’re at a point in your life where you are thoughtfully...

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Why the Stock Market Must Crack

5 min read

Why the Stock Market Must Crack

Why the Stock Market Must Crack The Long Hot Summer is a perennial favorite movie in our house. Yes, our home is full of teenage girls, but films...

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Tax savings strategies for high income earners (+ examples)

7 min read

Tax savings strategies for high income earners (+ examples)

Tax savings strategies for high income earners (+ examples) If you're here, you are most certainly not looking for a leisurely read to pass the time...

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