Updates

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…

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, you…

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 prosp…

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…