A recent survey indicates that many donors still have questions about how they can make their giving more effective. In fact, two-thirds of those surveyed said that while they’d like to give more, they are concerned by factors that make it more difficult for them to give as much as they’d really like to.
In this brief article, we’ll take a quick survey of the major types of retirement savings vehicles to provide basic familiarity, then we’ll point out the advantages of certain types for various circumstances.
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
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