Author: Matt Syverson, CFP®
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 th
Matt Syverson receives New Horizon Ranch’s Faithful Steward Award
The Sound Stewardship Principles culminate in Principle Seven: Give generously. Generosity is at the very heart of our business. It’s the reason our firm is based on a flat-fee structure—so we can enc
Company Stock Options giving you a headache? Three questions you should answer!
Whether you’re a new hire negotiating your compensation package or a long-time employee who has never had an intentional strategy for your stock options, you need to pay attention in order to make the
Giving from your IRA? How Qualified Charitable Distributions work
Are you a generous giver? Do you have an IRA account?
Are you over 70 ½ years old and withdrawing your Required Minimum Distribution (RMD)?
Good news! You can use a Qualified Charitable Distri
Are you qualified? How the QBI deduction works.
Welcome to fall, the season of back-to-school, bonfires...and business tax deductions.
Yes, it’s time to get serious about a tax projection for 2019, especially if you own a Specified Service Trad
