Blog

Syverson Strege works with many clients and their families to educate them on the most tax-efficient and advantageous ways to transfer wealth.…

I am blessed to have had three unique experiences with Syverson Strege and their team. My husband was a child of a client (and thus me as a daughter-in-law), I’ve been an employee, and I am a client. As I describe these three experiences, it is completely from my perspective and may not be representative of the typical client experience.…

On December 23, Congress passed a $1.7 trillion budget bill that included the SECURE 2.0 Act. The latest round of retirement legislation has implications for many of our clients, so we want to highlight the key provisions that could impact you.…

We have numerous holiday traditions in my family, and one of my favorites is collecting and reading holiday cards and newsletters!…

It’s that time of year again! It’s time to ensure you are maximizing all the tax planning strategies that may exist based on your personal situation. There is still time to take advantage of charitable giving strategies, managing investment income, or contributing to tax-advantaged investment accounts.…

Our team members look out for the interests of others. We care deeply about giving back to our communities, equipping our clients to give in the most tax-efficient way, and helping nonprofits help their donors give generously and efficiently. Our clients share our give-back mentality and currently have millions of dollars earmarked for philanthropy. We want to help maximize every dollar given!…

The holiday season is near along with planning and decisions about how and where we will spend our time and money. What plans are you making as a grandparent, not just for this season, but for the future? This year, we suggest approaching this wonderful season with intentionality and purpose.…

"There is no minimum level of wealth required to have an estate plan, and every adult should look to have a basic plan in place to care for their own needs and the needs of their family," according to Patrick Hicks, General Counsel and Head of Legal at Trust & Will.…

According to Chief Planning Officer Matt Roberts, "The work that goes on in "the pit" is vitally important to the construction and maintenance of our clients' financial plans and/or investment portfolios. We rely heavily upon the associate financial planners to help develop comprehensive plans for our clients."…

A 529 Plan is a college savings plan that is sponsored by a state, wherein the funds can be used for tuition, books, and other education-related expenses at most accredited colleges and universities, vocational-tech schools, and some foreign institutions.…