A Useful Guide to Being the Executor of Your Parent’s Estate
April 28, 2023
When adult children agree to serve as the executor of their parents’ estate, they often underestimate the amount of work involved. The executor’s job is to
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When adult children agree to serve as the executor of their parents’ estate, they often underestimate the amount of work involved. The executor’s job is to
by Andrew Sivertsen, CFP® CeFT® At The Planning Center (TPC) our investment strategy primarily uses mutual funds and ETFs to build a portfolio for our clients.
by Andrew Sivertsen, CFP® CeFT® Exchange Traded Funds (ETFs) were developed in the late 90s but have grown in popularity over the last decade since the
by Andrew Sivertsen, CFP® CeFT® To spend or not to spend, that is the question? “Dad! Dad! Dad! Can I buy this?” Like many parents, this
by Andrew Sivertsen, CFP® CeFT® Six months ago, I wrote an article about how to manage volatility risk (the swings up and down in the markets)
by Andrew Sivertsen, CFP®, CeFT® To say these are unique times would be an understatement. Like most of you, I’m currently writing this article and watching
by Andrew Sivertsen, CFP® There are several key principles to having a sound investment philosophy, and one of the most important is being able to deal
by Andrew Sivertsen, CFP® It has been roughly eleven years since stock markets bottomed out in March of 2009. As the economic expansion continues,
by Andrew Sivertsen, CFP® In December of 2019, President Trump signed into law the SECURE Act, which stands for “Setting Every Community Up For Retirement Enhancement.”
by Andrew Sivertsen, CFP® I hear a number of questions and concerns around the Social Security Program from my clients. Some wonder whether the program will
Andrew Sivertsen, CFP®, CeFT®. Partner/Sr. Financial Planner, discusses the phrase, “I’m not going to live that long,” and how that attitude needs to be taken seriously
Andrew Sivertsen discusses how credit cards can be a powerful tool, yielding several benefits. Read the whole article here, https://qctimes.com/business/cash-course-are-credit-cards-ever-worth-the-risk/article_b2e41014-378d-5862-a80e-789697cbc29e.html
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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