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

Upgrade Your Practice and Stop Looking for a Silver Bullet

Eric Kies, CFP® interviewed on the importance of staying up on technology trends and implementing them for your business. Getting more

One way out of a student debt crisis – CNBC

Matt Sivertsen, CFP® quoted on ideas to consider before taking student debt and how to tackle it after college. For more

The Legacy of Wisdom

Erik Erikson was a 20th century psychologist who greatly contributed to our understanding of how humans develop—both socially and psychologically—and more

Life Long Planning

The Sudden Money Institute specializes in developing evidence-based programs and procedures that focus on managing the transitions we all experience more

2015 4th Quarterly Market Review

Fourth quarter returns and information on what to know about the rising interest rates. This report features world capital market more

TPC In The News – 2015 Highlights

Here is an archive of our top media hits in 2015. November 2015: Networth and Income Based Retainers xyplanningnetwork.com – A more

Net Worth and Income-Based Retainers from The Planning Center

A podcast featuring Andrew Sivertsen, CFP® sharing with advisors about the structure and rational of NWI retainers. #XYPNRadio welcomes Andrew more

3 Ways to Fix Your Investment Portfolio Before January

Eric Kies, CFP® explains essential things to do before year-end for retirement accounts. While it may feel like 2015 just more

For Empty Nesters, Spending May Trump Extra Saving – WSJ

When the kids leave home, some parents splurge on travel and other spending – See quotes from Eric Kies, CFP®. more