Author: Matt Syverson, CFP®

Preparing for college can be daunting – here’s a helpful timeline  June 3, 2019 By Matt Syverson, CFP®

One of the biggest concerns our clients have is how to prepare for their children’s college expen…

Surprised by your 2018 taxes?  March 26, 2019 by Matt Syverson, CFP®

If you were like many Americans, you might have been surprised by either a smaller refund or a larger bill than you expected. 2017’s Tax Cuts and Jobs Act affected taxpayers in unexpected ways, espe…

Two major milestones for Sound Stewardship  February 15, 2019 by Matt Syverson, CFP®

When I started the company back in 2004, I had no idea where it would take me.  Equipped with only a laptop and a phone, I was determined to help people discover more confidence and contentment …

How could year-end giving under the new tax law be different for you?  December 6, 2018 by Matt Syverson, CFP®

We’re entering one of the best times of year: the giving season! Even though Sound Stewardship is focused on generosity year-round, Americans up their interest in giving during the winter holiday mo…

Principle #7: It’s not about impressing the IRS  November 8, 2018 by Matt Syverson, CFP®

Our company is founded on the Sound Stewardship Principles: time-tested guidelines for long-term financial success. Today, we finish our series by looking at the final principle: Give Generously. W…