Long-Term Care Insurance
Did you know that 70% of people older than 65 will need some form of long-term care? The big question is, how will you pay for it?
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 Could the Sunset of the 2017 Tax Cuts & Jobs Act Mean?
The 2017 Tax Cuts and Jobs Act (TCJA) is set to expire at the end of 2025, and without Congressional action, a number of these tax cuts will sunset or revert to their pre-2018 levels. So, what does this mean for you?
