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Author: Matt Syverson, CFP®

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…

The Power of Accountability  March 11, 2013 by Matt Syverson, CFP®

How often have you said you were going to do something and then not followed through on it? It happens all the time, right? Life happens. You get busy. You forget. You put things off because you just …