(888) 333 6986
Client Login
COVID-19 News
Nailing a Smooth Landing for Your Investments
by Andrew Sivertsen, CFP® There are several key principles to having a sound investment philosophy, and one of the most more
4 Ways to Prepare Yourself for a Market Downturn
by Andrew Sivertsen, CFP® It has been roughly eleven years since stock markets bottomed out in March of 2009. more
5 Ways to Benefit from the SECURE Act
by Andrew Sivertsen, CFP® In December of 2019, President Trump signed into law the SECURE Act, which stands for “Setting 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
Andrew Sivertsen, CFP®, CeFT®. Partner/Sr. Financial Planner, featured in Quad City Times discussing, ” Are Credit Cards Ever Worth the Risk.”
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
Longevity Isn’t Just at the End
by Andrew Sivertsen, CFP® For many of us, the topic of longevity isn’t something about which we spend a lot more
Cash Course: Planning for Charitable Giving
Andrew Sivertsen, CFP®, CeFT®, Partner/Sr. Financial Planner in the Quad Cities office of The Planning Center discusses with Sarah Ritter more
Cash Course: Planning for Charitable Giving
The Planning Center’s Partner and Senior Financial Planner Andrew Sivertsen CFP(r) and CeFT (r) featured in the Quad City Times more
Finance 101: Four Essentials for College Students and Parents
by Andrew Sivertsen, CFP® Summer is over. We can either lament its loss or look forward into the future with more
Cash Course: Free credit freezes now in effect can help protect against identity theft
Planning Center Partner/Sr. Financial Planner Andrew Sivertsen, CFP®, CeFT® discusses how free credit freezes can protect people against identity theft. more