Identity Theft & Credit Freezes
Show Notes Managing Director Lance Gunkel provides insight on how a credit freeze can help prevent...
Who will inherit the largest generational transfer of wealth in U.S. history?
by Tyler Conley MBA CFP® CEPA® Financial Planner and Ben Geiger CFP® Financial Planner | January 23, 2023
During what has been dubbed the Great Wealth Transfer by journalists and financial planners, the...
How 3 Syverson Strege Experiences Made a Difference in My Life
by Julie Summa Former Director of Marketing & Communications | January 9, 2023
I thought I was going to retire in 2017. God had different plans. I was nearing the end of my...
SECURE 2.0 Act Provisions and How They May Affect Your Retirement Plans
by Matt Roberts MFM CFP® CAP® Chief Planning Officer | December 29, 2022
On December 23, Congress passed a $1.7 trillion budget bill that included the SECURE 2.0 Act. As...
Why I Find Joy in Receiving a Great Holiday Letter
by Lance Gunkel CFP® CFA Managing Director | December 14, 2022
We have numerous holiday traditions in my family, and one of my favorites is collecting and reading...