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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
Cash Course: Learning how to start building better credit
Andrew Sivertsen discusses with Sarah Ritter how young people can start to build better credit. Read whole article here>>> more
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