Your Insights

Welcome to My World

By Andrew Sivertsen On August 30, 2016, my wife, Amy, and I welcomed our new baby daughter Virginia “Ginny” Jeanne Sivertsen into the world. Both the

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New FAFSA Application Timeline

What has changed? If you or your child/grandchild will be attending college in the 2017-2018 school year or subsequent years, then you should be aware of

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A Gift for Your Family

By Cicily Maton – Imagine a situation in which some or all of the following circumstances were to happen to you. Marlene, the matriarch of a

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Sometimes the Answer Should Be No

By Matthew Sivertsen – A recent article in the Washington Post by financial columnist, blogger and equities analyst Barry Ritholtz advised investment clients to “say ‘yes’

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The Messy Emotions Behind Money

One of our partners in The Planning Center Chicago office Cicily Maton and our psychologist and financial coach Marty Martin were recently quoted in the Chicago

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