Insights

There’s still time to contribute to an IRA for 2012  April 2, 2013 by Matt Syverson, CFP®

There’s still time to make a regular IRA contribution for 2012! You have until your tax return due date (not including extensions) to contribute up to $5,000 for 2012 ($6,000 if you were age 50 by Dec

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?  Thin

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 bring

Happy World Down Syndrome Day!  March 21, 2013 by Sound Stewardship Team

In honor of Matt Syverson’s daughter, Lily, we’re celebrating World Down Syndrome day today. JUST LIKE YOU — DOWN SYNDROME – explores the life, hopes, challenges and dreams of three kids living wit

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 c

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, your parents

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

Principles in Practice: Think Beyond Yourself  March 7, 2013 by Matt Syverson, CFP®

Dave understands people, and so do we! Entreleadership® is a combination of being an entrepreneur and leader, which is defined as the process of leading in order to cause a venture to grow and prosper

Creating Your Life Purpose Statement  March 4, 2013 by Matt Syverson, CFP®

Previously, we talked about the importance of having a life purpose statement. Now, we’ll discuss what a life purpose statement looks like, including a few key questions to ask yourself as you draft y

Principles in Practice: Have a Long-Term Plan  February 28, 2013 by Matt Syverson, CFP®

We were delighted to help a young family determine the most appropriate way for them to save for the college education costs of their two young sons. Once we determined that the College Savings 529 Pl