How to Plan for Health Care Costs in Retirement
Health care coverage is one of the necessary items we pay for in some way throughout most of our...
David Strege CFP® CFA CKA® Senior Financial Planner
David Strege serves clients as a Senior CERTIFIED FINANCIAL PLANNER™ practitioner at Syverson Strege in West Des Moines, helping individuals and families lay out an integrated personal financial plan to efficiently get them from where they are to where they want to be. He also serves on the investment committee and is chairman of the board of directors. David earned a B.S.B.A. in Finance with a concentration in personal financial planning from Drake University. He earned his CFP® certification in 1982 and in 2008 served as Chairman of the Board of Directors for the U.S.A. Certified Financial Planner Board of Standards Inc. In 1987 he received the Chartered Financial Analyst® certification to better assist clients with their investment portfolios. He earned the Certified Kingdom Advisor® designation in 2017. David served on the Board of Directors for the National Endowment for Financial Education® (NEFE®) for nine years and served as Chairman in 2018.
Syverson Strege's Core Values: Wisdom
Forrest Gump famously said several times that, “stupid is as stupid does.” Wouldn’t the opposite of...
Congress Passed a Law That Is Being Delayed
Congress passed a law that can’t be implemented on time, imagine that! In late December 2022,...
Dos and Don’ts of Retirement Planning
DO know what you are going to retire to: The idea of retirement sounds enticing – waking up when...
The Financial Issues of Aging
Show Notes Unfortunately, elderly individuals have become the target of many scam artists. Senior...
Cash Flow Management: Spending, Saving, Sharing in 5 Steps
Cash flow management involves developing a spending plan to tell your money where to go instead of...
Will the Social Security Can Get Stomped?
Many articles have been written about the Social Security shortage “can” getting kicked down the...
How to Be the Engineer of Your Own Financial Train
As the engineer, you are in charge of plotting your financial destination. But more than that, you...
How to Successfully Set Goals and Measure Your Steps
The Harvard Business Study about writing down goals is often misquoted. The study found that 3% of...
When We Will be Clear From COVID-19?
We feel that each of our clients has made it through 2020 with very few financial issues. One of...
