Currently there isn’t much regulation in personal finance over who can call themselves a “financial planner.” It can be very confusing to try and filter and
What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the
You’re about to receive a distribution from your 401(k) plan, and you’re considering a rollover to a traditional IRA. While these transactions are normally straightforward and
With markets experiencing a second correction in less than six months, Dave Butler explains discipline for a stressful market. This report features world capital market performance
Dr. Wm. Marty Martin, a psychologist in Chicago who counsels clients of the Planning Center, said one factor in saving for the future was “hyperbolic discounting”
Congratulations to our own Andrew Sivertsen, CFP® for being named to this prestigious list of young planners! The industry continues to struggle to attract young, talented
Eric Kies, CFP® interviewed on the importance of staying up on technology trends and implementing them for your business. Getting over the mental block toward adoption
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
Erik Erikson was a 20th century psychologist who greatly contributed to our understanding of how humans develop—both socially and psychologically—and how they age. He was the
The Sudden Money Institute specializes in developing evidence-based programs and procedures that focus on managing the transitions we all experience in life. The primary topic of
Fourth quarter returns and information on what to know about the rising interest rates. This report features world capital market performance and a timeline of events
Here is an archive of our top media hits in 2015. November 2015: Networth and Income Based Retainers xyplanningnetwork.com – A podcast featuring Andrew Sivertsen, CFP® sharing
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QUAD CITIES
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NEW ORLEANS
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TWIN CITIES
800 N Washington Ave.
Suite 701
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ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
NEW ORLEANS
2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
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