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Author: Matt Syverson, CFP®

There’s still time to contribute to an IRA for 2012  April 2, 2013 by Matt Syverson, CFP®

There’s still time to make a regular IRA contribution for 2012! You have until your tax return due date (not including extensions) to contribute up to $5,000 for 2012 ($6,000 if you were age 50 by D…

Principles in Practice: Give Generously  March 27, 2013 by Matt Syverson, CFP®

How can a trailer transform a charity? Have you ever felt the desire to support your favorite cause, but were concerned about the need to preserve your checking account balance at the same time?  Thi…

Money Talks: How to Engage Your Spouse in the Conversation  March 25, 2013 by Matt Syverson, CFP®

Let’s face it. Money talks. It’s often one of the main causes for marital strife and is the top reason cited when couples split. It doesn’t have to be that way. Money can be an effective tool to…

Tips to Spring Clean Your Finances  March 18, 2013 by Matt Syverson, CFP®

Spring is finally upon us! Wednesday will mark the first day of Spring, and for many school districts across the country, this week is Spring Break. In the spirit of the annual ritual that is Spring…

With Age Comes Rewards  March 14, 2013 by Matt Syverson, CFP®

In case you missed it, the “Fiscal-Cliff Legislation” that was passed on January 2nd offers retirees over age 70 ½ a chance to make gifts to charities in a unique way.  I’m sure that you, you…