Author: Matt Syverson, CFP®
Principles in Practice: Be Diversified
Why your Asset Location is just as important as your Asset Allocation.
In light of all of the recent tax changes for 2013 and beyond, you need to be keenly aware of the current and long-range tax trea…
Are You Prepared if a Natural Disaster Strikes?
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
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 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
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…
