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7 Steps to Combat Identity Theft
By Andrew Sivertsen, CFP® It has been six months since we all learned about the Equifax data breach where the more
How to Invest for Retirement with a Robo-Adviser
Sr. Planners and Partners, Michael Branham and Andrew Sivertsen were both quoted this week in USA Today online in How more
Get More Out of Your Charitable Giving
Ways to Support Great Causes by Shira Boss, AARP ‘Tis the season of gifts — and not only those wrapped more
Is Budget a Dirty Word?
What if there was a way to eliminate the pain of monthly tracking and keep the peace of mind that more
Heart of Financial Planning Award Winners Named
Marty Kurtz, CFP® and Michael Branham, CFP® awarded the 2017 Heart of Financial Planning Award for their commitment to the profession by more
10 Young Advisors To Watch
Andrew Sivertsen, CFP® Named One of FA Magazine‘s 10 Young Advisors To Watch May 1, 2017 – FA Magazine recently more
Welcome to My World
By Andrew Sivertsen On August 30, 2016, my wife, Amy, and I welcomed our new baby daughter Virginia “Ginny” Jeanne more
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, more
InvestmentNews’ 40 Under 40
Andrew Sivertsen, CFP® Named One of InvestmentNews’ 40 Under 40 Moline, IL — June 27, 2016 — InvestmentNews recently named Andrew Sivertsen, CFP® as more
The Top CFP Holders Under 36
Congratulations to our own Andrew Sivertsen, CFP® for being named to this prestigious list of young planners! The industry continues more