Author: Matt Syverson, CFP®
7 Smart Tax Planning Moves for 2020
The Coronavirus Crisis and the resulting CARES Act have created an unprecedented tax season. In addition to extended filing deadlines, several relief measures will directly affect your 2019 and 2020 …
How does the biggest U.S. stimulus package in history help you?
Your advisory team at Sound Stewardship is analyzing the potential impact of the recently passed CARES Act (Coronavirus Aid, Relief and Economic Security) on our clients’ families. This $…
What do you mean I need to update my estate plan?
Just before the end of the year, a little thing called the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed into law as part of the end-of-year appropriations bill. Most …
Big Changes for Growing Families
Just before the end of the year, a little thing called the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed into law as part of the end-of-year appropriations bill. Most …
This new law is the biggest change to retirement accounts in a decade
Just before the end of 2019, a little thing called the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed into law as part of the end-of-year appropriations bill. Most of t…
