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Author: Matt Syverson, CFP®

You are not your own best guide! 5 things to look for in a financial planner.  September 7, 2022 By Matt Syverson, CFP®

My wife and I recently celebrated our 25th wedding anniversary by taking a trip to Costa Rica. Over…

Three ways our simplified fee structure works for you  May 24, 2022 by Matt Syverson, CFP®

You’ve probably heard us talk about our simplified fee structure before, but you may not realize that it makes us unique among financial planning businesses. We are a flat fee-only firm. …

Tax-Loss Harvesting: How to make lemonade out of market lemons  April 27, 2022 by Matt Syverson, CFP®

In March, we discussed 10 financial moves you can make in the midst of uncertain times. Today, we want to  dig deeper into #8 on that list: Tax-loss harvesting. If you’re not a hands…

10 financial moves to make the most of uncertain times  March 15, 2022 by Matt Syverson, CFP®

With tensions rising as fast as gas prices, you may be wondering what you should do to protect your assets or make the most of climbing interest rates. Below are 10 practical tips you can do right…

Budgeting for retirement? Here are 3 apps that can help!  February 17, 2022 by Matt Syverson, CFP®

Our very first Sound Stewardship Principle is “Live within your means.” This principle is the great leveler! Everybody has to do it, no matter your income, otherwise stuff goes bad fast. If you…