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Author: Matt Syverson, CFP®

This new law is the biggest change to retirement accounts in a decade  February 11, 2020 by Matt Syverson, CFP®

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…

Matt Syverson receives New Horizon Ranch’s Faithful Steward Award  December 6, 2019 by Matt Syverson, CFP®

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 ca…

Company Stock Options giving you a headache? Three questions you should answer!  November 1, 2019 by Matt Syverson, CFP®

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 …

Giving from your IRA? How Qualified Charitable Distributions work  September 25, 2019 by Matt Syverson, CFP®

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 Di…

Are you qualified? How the QBI deduction works.  September 19, 2019 by Matt Syverson, CFP®

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 …