Author: Matt Syverson, CFP®
18 years of strong relationships and proven principles
February 2, 2004: I opened the doors of Sound Stewardship (then called Syverson & Company). All of my financial planning registrations and regulations had come through the Friday before, so I …
Why 2022 IRA & 401k updates could change your retirement plan
We’ve been keeping close tabs on the new 2022 IRA & 401k updates. There are several changes that could affect your retirement and philanthropic plans in the years to come. We’ll summarize tho…
Sound Stewardship’s Generosity Goal: Give away $500K by 2029
As we approach the end of 2021, Sound Stewardship is excited to share that we've contributed another $40,000 to the Sound Stewardship Foundation, bringing our corporate philanthropy total t…
5 questions to guide your year-end charitable giving
‘Tis the season (already!) for evaluating your 2021 generosity practices and making solid year-end charitable giving decisions. Are you on track to meet your goals? We are currently helping cl…
Five smart strategies for year-end tax planning
Most of us grit our teeth through tax season...and then try to forget all about it until next April. As your friendly neighborhood wealth advisors, it’s our job to remind you that the annual h…
