Author: Matt Syverson, CFP®

What do you mean I need to update my estate plan?  February 25, 2020 by Matt Syverson, CFP®

Just before the end of the year, a little thing called the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed into law as part of the end-of-year appropriations bill. Most …

Big Changes for Growing Families  February 17, 2020 by Matt Syverson, CFP®

Just before the end of the year, a little thing called the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed into law as part of the end-of-year appropriations bill. Most …

This new law is the biggest change to retirement accounts in a decade  February 11, 2020 by Matt Syverson, CFP®

Just before the end of 2019, a little thing called the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed into law as part of the end-of-year appropriations bill. Most of t…

Matt Syverson receives New Horizon Ranch’s Faithful Steward Award  December 6, 2019 by Matt Syverson, CFP®

The Sound Stewardship Principles culminate in Principle Seven: Give generously. Generosity is at the very heart of our business. It’s the reason our firm is based on a flat-fee structure—so we ca…

Company Stock Options giving you a headache? Three questions you should answer!  November 1, 2019 by Matt Syverson, CFP®

Whether you’re a new hire negotiating your compensation package or a long-time employee who has never had an intentional strategy for your stock options, you need to pay attention in order to make …