by Meri Grogan, Director of Administration and Finance | November 17, 2023
Giving takes shape in many ways at Syverson Strege. It creates connection and reiterates what I have always felt: It is better to give than receive. …
by Lance Gunkel, CFP®, CFA, Managing Director | November 13, 2023
Every five years, Syverson Strege offers its employees the gift of a sabbatical. It's a chance to step away from the daily grind, recharge, and gain fresh perspectives.…
by Kara Knaack, Marketing & Communcations Coordinator | October 23, 2023
My job as a mom is to teach my children how to become adults and to create safe places for them to fail. Giving them the gift of financial education, talking about money and how to manage it, is just another way I’m helping my kids become adults.…
by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | October 17, 2023
This is an overview of each of the basic estate planning documents and how they could be important to your long-term financial and physical wellbeing.…
by David Strege, CFP®, CFA, CKA®, Senior Financial Planner | October 9, 2023
In the Secure 2.0 Act, there is a provision concerning catch-up contributions in 401(k) plans. If you are at least 50 years old with an earned income of $145,000 or more and make catch-up contributions, then keep reading.…
by Jerin Young, CFP®, CKA®, Senior Associate Financial Planner | September 16, 2023
Educating children about personal finances is essential for future success. Parents can take an active role in teaching their children about managing money by starting early, involving children in family finances, using educational resources and technology, and being a good role model.…
by Wayne Johnson, MBA, CFP®, AEP®, CAP®, Financial Planner | September 5, 2023
What makes values so important for a business, especially Syverson Strege? Values are what guide our daily decisions and interactions.…
by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | August 28, 2023
This summer I was fortunate to take advantage of a new company benefit we are rolling out this year allowing employees to take a paid sabbatical once they achieve specific milestone anniversaries with Syverson Strege.…
by Mike Murkins, CFP®, Financial Planner | August 23, 2023
RMD rules can get complicated very quickly, and frequent changes in legislation make it rather difficult to determine the optimal distribution strategy in retirement.…
by Christina Gayman, APR, Director of Communications & Marketing | August 14, 2023
Financial awareness includes a multitude of topics. These are just a few ways to ensure major components of your finances are in a good starting place.…
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