Protecting Your Family and Friends from Being Scammed
A first-hand account of elder fraud, the warning signs family members should know, and practical...
David Strege, CERTCFC, CKA®, Co-Founder & Board Member
David Strege has more than 40 years of experience in financial consulting and advising, and is a co-founder and board member of Syverson Strege. David earned a B.S.B.A. in Finance with a concentration in personal financial planning from Drake University. He earned his CFP® certification in 1982 and in 2008 served as Chairman of the Board of Directors for the U.S.A. Certified Financial Planner Board of Standards Inc. In 1987 he received the Chartered Financial Analyst® certification to better assist clients with their investment portfolios. He earned the Certified Kingdom Advisor® designation in 2017. David served on the Board of Directors for the National Endowment for Financial Education® (NEFE®) for nine years and served as Chairman in 2018.
Finding Lost Retirement Plan Money
One of our financial planners recently had a couple of clients share with him a letter from the...
How to Plan for Health Care Costs in Retirement
Health care coverage is one of the necessary items we pay for in some way throughout most of our...
Syverson Strege's Core Values: Wisdom
Forrest Gump famously said several times that, “stupid is as stupid does.” Wouldn’t the opposite of...
Dos and Don’ts of Retirement Planning
DO know what you are going to retire to: The idea of retirement sounds enticing – waking up when...
-Dec-01-2023-05-58-17-5209-PM.png)
The Financial Issues of Aging
Show Notes Unfortunately, elderly individuals have become the target of many scam artists. Senior...
Cash Flow Management: Spending, Saving, Sharing in 5 Steps
Cash flow management involves developing a spending plan to tell your money where to go instead of...
Will the Social Security Can Get Stomped?
Many articles have been written about the Social Security shortage “can” getting kicked down the...
How to Be the Engineer of Your Own Financial Train
As the engineer, you are in charge of plotting your financial destination. But more than that, you...
How to Successfully Set Goals and Measure Your Steps
The Harvard Business Study about writing down goals is often misquoted. The study found that 3% of...
