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Author: Matt Syverson, CFP®

Dates to Remember: Year-End Deadlines  November 30, 2016 by Matt Syverson, CFP®

With the end of the year quickly approaching, there are a number of important deadlines to keep in mind. 2016 DEC 15 - Deadline for healthcare open enrollment for plans beginning Jan. 1 (More inf…

2016 Senior Care Symposium  October 3, 2016 by Matt Syverson, CFP®

Navigating the finances and living arrangements for seniors As you journey toward and through your "golden years", are you wondering about how to care for yourself or your aging loved ones? Join us o…

How the Budget Act Could Affect You!  November 5, 2015 by Matt Syverson, CFP®

The Bipartisan Budget Act of 2015 On November 2, 2015, President Obama signed into law the Bipartisan Budget Act of 2015, legislation that raises the federal debt limit and establishes the framework f…

Unique Opportunity to Reduce Your Kansas State Taxes  October 8, 2015 by Matt Syverson, CFP®

As you consider year-end tax reduction strategies, you may not know that both Kansas and Missouri offer special credits that can help reduce your state taxes. For instance, Kansas announced recently …

2014 Year-End Tax Planning  December 4, 2014 by Matt Syverson, CFP®

When it comes to year-end tax planning, you need to have a good understanding of both your own financial situation and the tax rules that apply. It’s important to evaluate your tax situation now, wh…