
The Top CFP Holders Under 36
Congratulations to our own Andrew Sivertsen, CFP® for being named to this prestigious list of young planners! The industry continues more
Congratulations to our own Andrew Sivertsen, CFP® for being named to this prestigious list of young planners! The industry continues more
Eric Kies, CFP® interviewed on the importance of staying up on technology trends and implementing them for your business. Getting more
Matt Sivertsen, CFP® quoted on ideas to consider before taking student debt and how to tackle it after college. For more
Erik Erikson was a 20th century psychologist who greatly contributed to our understanding of how humans develop—both socially and psychologically—and more
The Sudden Money Institute specializes in developing evidence-based programs and procedures that focus on managing the transitions we all experience more
Fourth quarter returns and information on what to know about the rising interest rates. This report features world capital market more
Here is an archive of our top media hits in 2015. November 2015: Networth and Income Based Retainers xyplanningnetwork.com – A more
A podcast featuring Andrew Sivertsen, CFP® sharing with advisors about the structure and rational of NWI retainers. #XYPNRadio welcomes Andrew more
Eric Kies, CFP® explains essential things to do before year-end for retirement accounts. While it may feel like 2015 just more
When the kids leave home, some parents splurge on travel and other spending – See quotes from Eric Kies, CFP®. more