Divorce and Social Security: Making the Right Calls
No matter at which stage of life it occurs, divorce is one of the most difficult circumstances to negotiate. But especially for those who are nearing or in retirement, divorce can present some particularly difficult challenges, both emotional and financial.
Financial Literacy: A Tool for All Ages
While it may be true that “knowledge is power,” it’s still surprising how little knowledge most people have about money, saving, and investing. Recently a popular financial website gave a quiz on investing concepts, asking questions about very basic concepts like what stock ownership means, the definition of diversification, and the effects of compound interest. The average respondent was able to answer just under half of the questions correctly (48%).
Messy Divorce and Messy Finances: How to Navigate Your Money During and After a Divorce
By Matthew Sivertsen, CFP®, CeFT® Divorce can be messy, creating questions on how to move
Gifting to Family Members
By Matthew Sivertsen, CFP®, CeFT® For people who have excess capacity in their own personal
We Are All in This Together
By Matthew Sivertsen, CFP®, CeFT® 2020 was quite a year for us all at The
Corporate Downsizing – How to Navigate through the Turbulence
By Matthew Sivertsen, CFP®, CeFT® Uncertainty is an uncomfortable word, especially if it is being
Sometimes, the Answer Should Be “No.”
By Matthew Sivertsen, CFP® Some time ago, a memorable article in the Washington Post by
3 Ways To Take Advantage Of Reverse Mortgages
Reverse mortgages have changed a lot over time, and it’s important that retirees know exactly
Responsibly Using a Reverse Mortgage in a Retirement Plan
By Matthew Sivertsen, CFP® Reverse mortgages have long been thought of as merely a last
Choosing Between a Lump Sum and Future Payments
By Matthew Sivertsen, CFP® and Cicily Maton, Retired Sr. Financial Planner Cicily Maton has retired,
TPC in the News: Catch up on recent media quotes from and interviews with our advisors
Now you can easily access recent financial advice and insights you may have missed. Autumn
Long-Life Learning (The Pursuit of Mastery)
By Matthew Sivertsen, CFP® Since Tiger Woods’ recent win at the 2019 Masters Tournament, I
