Better to Given Then Receive
It Truly Is Better to Give Than to Receive

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.

Lance Gunkel Sabbatical
My Sabbatical Journey: Adventure & Connection

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.

Parenting, Allowances and Life Lessons
Parenting, Allowances and Life Lessons

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.

Estate Planning and Estate Documents
Estate Planning 101: The Documents You Need and Why

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.

Secure 2.0 Act
Congress Passed a Law That Is Being Delayed

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.

Childhood Financial Literacy
Small Savers to Money Masters: Navigating the Path to Childhood Financial Literacy

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.

The Core Values of Values Based Holding Corporation
The Core Values of Values Based Holding Corporation

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.

Jason Gunkel Sabbatical
Syverson Strege’s Employee Sabbatical Benefit Provides Time to Rest and Refocus

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.

required minimum distribution
Required Minimum Distributions: What Are They and How Do They Work?

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.

National Financial Awareness Day
5 Ways to Celebrate National Financial Awareness Day

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.