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by Matt Roberts MFM CFP® CAP® Chief Planning Officer | August 5, 2023

This is going to sound strange, but at Syverson Strege we believe that money is only important to...

by Jennifer Scheck Associate Financial Planner | July 18, 2023

Show Notes: Determining which investment vehicles to use to save for short- and long-term purchases...

by Jennifer Scheck Associate Financial Planner | July 16, 2023

My oldest son graduated from college this spring and began his career at his first full-time job in...

by David Strege CFP® CFA CKA® Senior Financial Planner | July 10, 2023

DO know what you are going to retire to: The idea of retirement sounds enticing – waking up when...

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | June 14, 2023

As inflation has climbed, the Federal Reserve has raised interest rates to try to slow down the...

by Ben Geiger CFP® Financial Planner | June 5, 2023

We have all likely experienced the thrill of finding out we, or someone we know, is becoming a new...

The Financial Issues of Aging

by David Strege CFP® CFA CKA® Senior Financial Planner | May 16, 2023

Show Notes Unfortunately, elderly individuals have become the target of many scam artists. Senior...

by Wayne Johnson MBA CFP® AEP® CAP® Financial Planner | May 12, 2023

I think I’ve always been a “good saver.” At least, that’s the impression I get from my mother. I...

by David Strege CFP® CFA CKA® Senior Financial Planner | May 2, 2023

Cash flow management involves developing a spending plan to tell your money where to go instead of...

by Christina Gayman APR Director of Communications & Marketing | April 25, 2023

As someone who does not have a financial services background, but rather a communications and...

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