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Cash Course: New Year, New Budget
Matt Sivertsen, CFP®, CeFT®, Partner and Senior Financial Planner in the Quad Cities office of The Planning Center, discusses how more
The Cheapskate’s Guide to Retirement
The Planning Center mentioned in this article in Kiplinger’s Retirement Report discussing how thrifty retirees are learning to cut corners more
Cash Course: Understanding Your Tax Return
The Planning Center’s Founder, CEO and Partner Marty Kurtz, CFP®, featured in the Quad City Times discussing year-end planning for charitable more
Longevity and Fixed Pensions
by Matt Sivertsen, CFP® Reflecting back on the year 2004, I was one year into working at The Planning Center. 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
What is behind a CFP®?
What is behind a CFP®? by Matt Knoll As a young professional there are milestones, both personally and professionally that more
Golf Caddies and Financial Planners
by Matt Sivertsen Recently an online headline caught my attention. It read, “Why do professional golfers need caddies?” I more
Working with Millennials
by Ashlee Veneman This article was recently reposted on forbes.com – you can also read the full article here: I more
Why it matters that your financial advisor is a Certified Financial Planner
So you’re looking for a financial advisor. You’ve heard all the titles: Financial Advisor. Investment Advisor. Registered Investment Advisor. Certified more
Why I Changed Careers to Become Your Financial Planner
Designing, coaching & contagious behaviors For most of my life I struggled to find my own professional community and sense more