Author: Matt Syverson, CFP®

Are You Prepared if a Natural Disaster Strikes?  April 30, 2013 by Matt Syverson, CFP®

How to Plan for a Natural Disaster It seems as though there’s always a hurricane, tornado, earthquake, flood, fire, blizzard, or mudslide happening somewhere in the United States. A storm or other n…

Principles in Practice: Live Within Your Means  April 10, 2013 by Matt Syverson, CFP®

What would life be like without a mortgage? One of our clients recently paid off their mortgage before they reached the age of 40 and we were blessed to celebrate with them! Just under 3 years ago, th…

3 Great Uses for that Tax Refund and a Bonus Tip for Next Year  April 2, 2013 by Matt Syverson, CFP®

April 15th is fast approaching and CPAs across the country will collectively breathe a sigh of relief once they’ve filed the last of the tax returns for their clients. If you haven’t filed your 20…

There’s still time to contribute to an IRA for 2012  April 2, 2013 by Matt Syverson, CFP®

There’s still time to make a regular IRA contribution for 2012! You have until your tax return due date (not including extensions) to contribute up to $5,000 for 2012 ($6,000 if you were age 50 by D…

Principles in Practice: Give Generously  March 27, 2013 by Matt Syverson, CFP®

How can a trailer transform a charity? Have you ever felt the desire to support your favorite cause, but were concerned about the need to preserve your checking account balance at the same time?  Thi…