Author: Matt Syverson, CFP®
Big Changes for Growing Families
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
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
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!
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 …
Giving from your IRA? How Qualified Charitable Distributions work
Are you a generous giver? Do you have an IRA account?
Are you over 70 ½ years old and withdrawing your Required Minimum Distribution (RMD)?
Good news! You can use a Qualified Charitable Di…
