Hindsight is 2020
by Andrew Sivertsen, CFP®, CeFT® To say these are unique times would be an understatement.
Nailing a Smooth Landing for Your Investments
by Andrew Sivertsen, CFP® There are several key principles to having a sound investment philosophy,
4 Ways to Prepare Yourself for a Market Downturn
by Andrew Sivertsen, CFP® It has been roughly eleven years since stock markets
5 Ways to Benefit from the SECURE Act
by Andrew Sivertsen, CFP® In December of 2019, President Trump signed into law the SECURE
5 Proposals to Fix Social Security
by Andrew Sivertsen, CFP® I hear a number of questions and concerns around the Social
Andrew Sivertsen,CFP®, CeFT®. Partner/Sr. Financial Planner, quoted in FinancialPlanner.com on “Longer lifespans are going to affect planning for young clients, too.”
Andrew Sivertsen, CFP®, CeFT®. Partner/Sr. Financial Planner, discusses the phrase, “I’m not going to live
Andrew Sivertsen, CFP®, CeFT®. Partner/Sr. Financial Planner, featured in Quad City Times discussing, ” Are Credit Cards Ever Worth the Risk.”
Andrew Sivertsen discusses how credit cards can be a powerful tool, yielding several benefits. Read
Longevity Isn’t Just at the End
by Andrew Sivertsen, CFP® For many of us, the topic of longevity isn’t something about
Cash Course: Planning for Charitable Giving
Andrew Sivertsen, CFP®, CeFT®, Partner/Sr. Financial Planner in the Quad Cities office of The Planning
Cash Course: Planning for Charitable Giving
The Planning Center’s Partner and Senior Financial Planner Andrew Sivertsen CFP(r) and CeFT (r) featured
Finance 101: Four Essentials for College Students and Parents
by Andrew Sivertsen, CFP® Summer is over. We can either lament its loss or look
Cash Course: Free credit freezes now in effect can help protect against identity theft
Planning Center Partner/Sr. Financial Planner Andrew Sivertsen, CFP®, CeFT® discusses how free credit freezes can
