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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...

by Mike Murkins CFP® Financial Planner | August 23, 2023

In December 2022, the SECURE 2.0 Act was signed into law with the primary goal of making retirement...

by Christina Gayman APR Director of Communications & Marketing | August 14, 2023

Today is National Financial Awareness Day, and while being financially aware likely means something...

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, CFP®, 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, CFP®, 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...

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