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Categorizing Your Spending

by Jerin Young CFP® CKA® Senior Associate Financial Planner | March 20, 2023

Show Notes Senior Associate Financial Planner Jerin Young provides practical tips on how to better...

by Jennifer Scheck Associate Financial Planner | March 6, 2023

Syverson Strege is a fee-only financial planning and wealth management firm in West Des Moines,...

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | March 1, 2023

The NFL recently crowned another champion following their 47th Super Bowl and unfortunately my...

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

“What are eligible expenses for my 529 College Savings Plans and HSA (health savings account)?” is...

by Christina Gayman APR Director of Communications & Marketing | February 3, 2023

I first met Lance in 2018 through my husband Greg, who met Lance through one of his childhood...

by Lance Gunkel CFP® CFA Managing Director | January 24, 2023

Show Notes Managing Director Lance Gunkel provides insight on how a credit freeze can help prevent...

by Tyler Conley MBA CFP® CEPA® Financial Planner and Ben Geiger CFP® Financial Planner | January 23, 2023

During what has been dubbed the Great Wealth Transfer by journalists and financial planners, the...

by Julie Summa Former Director of Marketing & Communications | January 9, 2023

I thought I was going to retire in 2017. God had different plans. I was nearing the end of my...

by Matt Roberts MFM CFP® CAP® Chief Planning Officer | December 29, 2022

On December 23, Congress passed a $1.7 trillion budget bill that included the SECURE 2.0 Act. As...

by Lance Gunkel CFP® CFA Managing Director | December 14, 2022

We have numerous holiday traditions in my family, and one of my favorites is collecting and reading...

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