Gifting to Family Members

By Matthew Sivertsen, CFP®, CeFT® For people who have excess capacity in their own personal financial plan, often the discussion leans toward a conversation on how to gift and pass money to parents, children, or grandchildren while they can see the impact it can have on those loved ones. The first step is making sure […]

Corporate Downsizing – How to Navigate through the Turbulence

Corporate Downsizing

By Matthew Sivertsen, CFP®, CeFT® Uncertainty is an uncomfortable word, especially if it is being used to describe our employment! Turbulent seems to be a good adjective for 2020 in meaning characterized by conflict, disorder, confusion, not controlled or calm. Yes, that sounds like exactly what could lead some companies to question the future and […]

3 Ways To Take Advantage Of Reverse Mortgages

Reverse mortgages have changed a lot over time, and it’s important that retirees know exactly how they can leverage this program to benefit from it in the most efficient way possible. This Forbes article details an in-depth discussion about reverse mortgages with our very own Matt Sivertsen, and how retirees can take advantage of this powerful […]

Cash Course: Five Ways to Trick Yourself into Saving Money

Matthew Sivertsen, CFP®, CeFT® - Sr. Financial Planner

Matt Sivertsen, CFP®, CeFT®, Partner and Senior Financial Planner with The Planning Center in the Quad Cities discusses tactics people can use to save more money. Read the whole article here: https://qctimes.com/business/cash-course-ways-to-trick-yourself-into-saving-money/article_cb22d137-752a-5936-ae40-fe5508819d8b.html

Cash Course: New Year, New Budget

Sr. Financial Planner

Matt Sivertsen, CFP®, CeFT®, Partner and Senior Financial Planner in the Quad Cities office of The Planning Center, discusses how with the right tools, New Year’s can be one of the best times to rethink your finances and set new goals. Read the whole article here: https://qctimes.com/business/cash-course-new-year-new-budget/article_63042166-0c4b-540c-8ee0-e821709fdd0f.html

Longevity and Fixed Pensions

by Matt Sivertsen, CFP® Reflecting back on the year 2004, I was one year into working at The Planning Center. I had just started working on my Certified Financial Planner® (CFP) designation.  This was also the year I lost my great-grandma Polly at the age of 97. Here I was, going into a profession that […]

TPC quoted on helping our client’s adult children

Sr. Financial Planner

Matt Sivertsen, Sr. Financial Planner & Partner in our Quad Cities office was quoted in Investor’s Business Daily discussing working with client’s adult children… Click to read the entire article >>        

Why My View of Money Is Different Than Yours

By Matt Sivertsen, CFP® There is only one guarantee about money. Nobody thinks about it the same way that you do. Period. As I sit here today, on the 15th anniversary of becoming a financial planner and starting with The Planning Center, I am reflecting on the thousands of client meetings of which I have […]

Golf Caddies and Financial Planners

by Matt Sivertsen   Recently an online headline caught my attention. It read, “Why do professional golfers need caddies?” I clicked on it to read what Richard Fellner, the editor of Inside Golf Magazine, said in answer to this question. He summarized, “The caddie is an extremely important resource for the professional golfer. Apart from […]

One way out of a student debt crisis – CNBC

Sr. Financial Planner

Matt Sivertsen, CFP® quoted on ideas to consider before taking student debt and how to tackle it after college. For those crippled by their student loan payments, the new year is a great time to consider refinancing to get back on track. Forty-three million people in the United States owe some amount of student loans, […]