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 the whole article here, https://qctimes.com/business/cash-course-are-credit-cards-ever-worth-the-risk/article_b2e41014-378d-5862-a80e-789697cbc29e.html
Longevity Isn’t Just at the End
by Andrew Sivertsen, CFP® For many of us, the topic of longevity isn’t something about which we spend a lot of time thinking. We all hope to live a long and full life, but are usually too busy living life to think about it. It is not until many of us turn 65, go on […]
Cash Course: Planning for Charitable Giving
Andrew Sivertsen, CFP®, CeFT®, Partner/Sr. Financial Planner in the Quad Cities office of The Planning Center discusses with Sarah Ritter of Quad City Times, how year end is a good time to budget for charitable donations year-round. Read the whole article here: https://qctimes.com/business/cash-course-planning-for-charitable-giving/article_09695908-5a56-55f7-a504-02128f8d768f.html
Cash Course: Planning for Charitable Giving
The Planning Center’s Partner and Senior Financial Planner Andrew Sivertsen CFP(r) and CeFT (r) featured in the Quad City Times discussing year-end planning for charitable giving with Sarah Ritter. Read the whole article here: https://qctimes.com/business/cash-course-planning-for-charitable-giving/article_09695908-5a56-55f7-a504-02128f8d768f.html
Finance 101: Four Essentials for College Students and Parents
by Andrew Sivertsen, CFP® Summer is over. We can either lament its loss or look forward into the future with excitement for what new opportunities lie around the corner. For students and their parents this joy could be clouded with confusion around finances. No one wants to ruin their college experience with money woes, so […]
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 protect people against identity theft. Read the entire article here>>>
Cash Course: Learning how to start building better credit
Andrew Sivertsen discusses with Sarah Ritter how young people can start to build better credit. Read whole article here>>>
7 Steps to Combat Identity Theft
By Andrew Sivertsen, CFP® It has been six months since we all learned about the Equifax data breach where the majority of us had our personal information (i.e., names, date of birth, social security number, driver’s license, and address) compromised. If you’re like me, you’ve probably procrastinated on doing anything about the breach. Part of […]
Quarterly Market Review – Q1 2018
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios.
How to Invest for Retirement with a Robo-Adviser
Sr. Planners and Partners, Michael Branham and Andrew Sivertsen were both quoted this week in USA Today online in How to Invest for Retirement with a Robo-Adviser….click to read the entire article.
Get More Out of Your Charitable Giving
Ways to Support Great Causes by Shira Boss, AARP ’Tis the season of gifts — and not only those wrapped with a bow or sealed in a tin. About a third of all charitable giving occurs in December, surveys show. Partner and Sr. Financial Planner Andrew Sivertsen was interviewed by AARP in a recent article […]
Is Budget a Dirty Word?
What if there was a way to eliminate the pain of monthly tracking and keep the peace of mind that you are fulfilling your values and goals, would you do it? By Andrew Sivertsen Just saying the word “budget” is enough to cause your gut to wrench and make you feel guilty. Many academics professionals […]
