Child Tax Credit Advance...A Complicated Issue
If you have children under 18, you may have noticed a deposit from the IRS on July 15. This is the...
Matt Roberts MFM CFP® CAP® Chief Planning Officer
Matt Roberts is the Chief Planning Officer at Syverson Strege and a CERTIFIED FINANCIAL PLANNER™ practitioner. He is committed to serving others to enrich and empower their lives. His primary focus is to ensure clients maximize what they desire from their money and reach their personal and financial goals. Matt also leads the firm’s Planning Committee which is responsible for the oversight of the financial process. He earned his B.S. in finance from Iowa State University and a Master of Financial Management (MFM) degree from Drake University.
What You Need to Know About the American Rescue Plan Act of 2021
The third round of stimulus since the start of the pandemic was signed into law on Thursday, March...
What You Need to Know About the Latest COVID Relief/Stimulus Bill
A coronavirus relief bill, dubbed by some as the “Coronavirus Stimulus 2.0” bill, was signed by...
4 December Deadline Dates You May Need to Know About
As we near the end of the year, financial planners across the country are helping to remind their...
6 Reasons Why Intelligent People Might Not Have a Financial Advisor
Phone calls are being made all across the country. Some of these calls are to financial planners...
Why It's Time to Set the Reset Button: Planning Beyond the Pandemic
I think the pandemic has caused many of us to press the reset button on our lives. It seems the...
Why It's Time to Revive A Dusty Plan
In a recent Zoom webinar, I caught myself saying, “We don’t like dusty plans.” At the moment it...
Why Planning for Long-term Care is More Important than Ever
Last year I was inundated with questions about how to help with planning for a parent’s long-term...
How the SECURE Act May Affect Your IRA
With Congress passing the SECURE Act in late December of 2019, it is important to know how it could...
Are You Affected by the New Tax Laws?
With tax season upon us, we are starting to see the impact of the new tax law. For many,...
