Building Wealth
Building Wealth: When is the Right Time to Start Saving and Investing?

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

I hope that the key takeaway from this piece is that it is never too late to start. A late start cannot make up for lost opportunities. But even a late start is a start toward a feeling of accomplishment and peace of mind.

cash flow management
Cash Flow Management: Spending, Saving, Sharing in 5 Steps

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 wondering where it went. This is a key component of your financial plan whether you are younger and need to invest for your future or are retired and now need to keep spending within what your resources can support.

Financial Mistakes to Avoid
Common Financial Mistakes and How to Avoid Them

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

I asked our team of CERTIFIED FINANCIAL PLANNER™ practitioners to share some of the most common financial mistakes they see, as well as their advice on how to avoid making them.

Financial Foundations
Financial Literacy is at the Heart of Who We Are

by Matt Roberts, MFM, CFP®, CAP®, Chief Planning Officer | April 11, 2023

With a giveback mindset, passion for financial literacy and a desire to teach, we created our very own financial literacy program called “Financial Foundations.”

Money Can Buy Happiness
Money Can Buy Happiness (If Done Right)

by Lance Gunkel, CFP®, CFA, Managing Director | April 5, 2023

It will take some trial and error to figure out your "happiness spending" but my hope for you is to find more happiness and joy in using your money.

What Do Our Designations Mean?
What Do Our Designations Mean?

by Deb Longseth, Client Service Specialist | March 21, 2023

There is a plethora of acronyms behind the names of our planners. When choosing a planner, you should keep professional designations in mind, specifically looking for someone who is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Syverson Strege client experience
What is the Syverson Strege Experience?

by Jennifer Scheck, Associate Financial Planner | March 6, 2023

Syverson Strege is a fee-only financial planning and wealth management firm in West Des Moines, Iowa, serving clients locally and nationally.

Investing is a Long Game
Don’t Let Headlines Unsettle You: Investing is a Long Game

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | March 1, 2023

When headlines unsettle you, remember your investment plan and maintain a long-term perspective. We believe in betting on the long-term success of the financial markets.

health savings account
How to Make the Most of 529 College Savings Plans and Health Savings Accounts

by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | February 17, 2023

Both 529 plans and HSAs have received recent attention and revisions, making them more appealing to their intended savers, but the rules and regulations surrounding personal finance are in a constant state of change. That is why it is critical to work with a comprehensive financial planner who is continuously monitoring and employing applicable new strategies to your individual plan.

Lance Gunkel casual
An Interview with Lance Gunkel

by Christina Gayman, APR, Director of Communications & Marketing | February 3, 2023

An in-depth personal interview was conducted with Syverson Strege Managing Director Lance Gunkel.