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by Matt Roberts MFM CFP® CAP® Chief Planning Officer | March 25, 2024

A new law passed in Iowa in 2023 applies to business owners with a partnership or S corporation....

by Jennifer Scheck Associate Financial Planner | March 4, 2024

Truth is a characteristic that I esteem in my friendships and relationships. I surround myself with...

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | February 19, 2024

A person’s 401(k) account is often one of their largest assets as they can defer a percentage of...

by Guest Authors, Connor Wiseman, CPA and Shelby Ausman, Senior Accounting Associates, Meriwether Wilson & Company, PLLC* | February 8, 2024

We’re just a couple of months away from the tax filing deadline for individuals, so we asked...

by Ben Geiger CFP® Financial Planner | January 29, 2024

Of the seven core values that the Syverson Strege team strives to live by, it is no coincidence...

by Bobby Daniels, CFP®, CIMA® | January 17, 2024

Real estate investing has pros and cons, but it can be rewarding if done correctly through...

by Meri Grogan Director of Administration and Finance | November 17, 2023

It’s no secret that we are entering prime fundraising and donation season, which officially kicks...

by Lance Gunkel CFP® CFA Managing Director | November 13, 2023

Every five years, Syverson Strege offers its employees the gift of a sabbatical. It's a chance to...

by Kara Knaack Marketing & Communcations Specialist | October 23, 2023

Parenting and money management are two of those things that I will never have fully figured out....

by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | October 17, 2023

“Who actually needs estate documents and what estate documents are applicable to me?” is one of the...

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