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Your Insights

  • Andrew Sivertsen, benefits, Goals, retirees, Saving, Social Security

5 Proposals to Fix Social Security

September 20, 2019

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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Andrew Sivertsen, CFP®, CeFT® - Sr. Financial Planner

Andrew Sivertsen,CFP®, CeFT®. Partner/Sr. Financial Planner, quoted in FinancialPlanner.com on “Longer lifespans are going to affect planning for young clients, too.”

May 29, 2019

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

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Andrew Sivertsen, CFP®, CeFT®. Partner/Sr. Financial Planner, featured in Quad City Times discussing, ” Are Credit Cards Ever Worth the Risk.”

May 29, 2019

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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Longevity Isn’t Just at the End

January 25, 2019

by Andrew Sivertsen, CFP® For many of us, the topic of longevity isn’t something about which we spend a lot of time thinking. We all hope

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Andrew Sivertsen, CFP®, CeFT® - Sr. Financial Planner

Cash Course: Planning for Charitable Giving

January 19, 2019

Andrew Sivertsen, CFP®, CeFT®, Partner/Sr. Financial Planner in the Quad Cities office of The Planning Center discusses with Sarah Ritter of Quad City Times, how year

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Andrew Sivertsen, CFP®, CeFT® - Sr. Financial Planner

Cash Course: Planning for Charitable Giving

December 4, 2018

The Planning Center’s Partner and Senior Financial Planner Andrew Sivertsen CFP(r) and CeFT (r) featured in the Quad City Times discussing year-end planning for charitable giving

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Finance 101: Four Essentials for College Students and Parents

November 9, 2018

by Andrew Sivertsen, CFP® Summer is over. We can either lament its loss or look forward into the future with excitement for what new opportunities lie

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Andrew Sivertsen, CFP®, CeFT® - Sr. Financial Planner

Cash Course: Free credit freezes now in effect can help protect against identity theft

October 5, 2018

Planning Center Partner/Sr. Financial Planner Andrew Sivertsen, CFP®, CeFT® discusses how free credit freezes can protect people against identity theft. Read the entire article here>>>

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Andrew Sivertsen, CFP®, CeFT® - Sr. Financial Planner

Cash Course: Learning how to start building better credit

September 5, 2018

Andrew Sivertsen discusses with Sarah Ritter how young people can start to build better credit. Read whole article here>>>

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7 Steps to Combat Identity Theft

April 27, 2018

By Andrew Sivertsen, CFP® It has been six months since we all learned about the Equifax data breach where the majority of us had our personal

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Andrew Sivertsen, CFP®, CeFT® - Sr. Financial Planner

How to Invest for Retirement with a Robo-Adviser

March 12, 2018

Sr. Planners and Partners, Michael Branham and Andrew Sivertsen were both quoted this week in USA Today online in How to Invest for Retirement with a

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Get More Out of Your Charitable Giving

December 20, 2017

Ways to Support Great Causes by Shira Boss, AARP ’Tis the season of gifts — and not only those wrapped with a bow or sealed in

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