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Responsibly Using a Reverse Mortgage in a Retirement Plan
By Matthew Sivertsen, CFP® Reverse mortgages have long been thought of as merely a last resort for someone’s retirement plan, more
5 Proposals to Fix Social Security
by Andrew Sivertsen, CFP® I hear a number of questions and concerns around the Social Security Program from my clients. more
What the heck is an “RSU” and what do I do with mine? (and how is it different from a bonus?)
By Amber Miller, CFP®September 2019 Is there anything better than getting a bonus? Think about it: you’ve worked hard all more
Choosing Between a Lump Sum and Future Payments
By Matthew Sivertsen, CFP® and Cicily Maton, CFP® As financial planners, we are consistently faced with helping people understand more
Making the Most of Your Labor Day
by H. Jude Boudreaux, CFP® With Labor Day on everyone’s mind, it’s worth noting the meaning and history of this more
How to Claim Compensation from the Equifax Data Breach Settlement
by H. Jude Boudreaux, CFP® You may have heard in the news that Equifax has reached a proposed settlement more
What to Do if You Face a Possible Job Loss or Downsizing
by Michael A. Branham, CFP® Life is full of surprises and transitions. Weddings, the birth of a child, a new more
Is The Market Making You Motion Sick?
by Dr. William “Marty” Martin ‘‘What is important in market fluctuations are not the events themselves, but the human reactions more
How to Find More Time and Money: 4 Ways to Prioritize Yourself
By Amber Miller, CFP® Let me ask you two questions: 1. Do you ever wish you had more time to more
Will My Children Ever Leave Home? And If They Do Will They Come Back Like A Boomerang?
by Dr. William “Marty” Martin May and June are the months associated with graduations and weddings. Both represent big transitions more