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Responsibly Using a Reverse Mortgage in a Retirement Plan
By Matthew Sivertsen, CFP® Reverse mortgages have long been thought of as merely a last resort for someone’s retirement plan, more
Choosing Between a Lump Sum and Future Payments
By Matthew Sivertsen, CFP® and Cicily Maton, CFP® As financial planners, we are consistently faced with helping people understand more
Matt Knoll, CFP®. Financial Planner, featured in Forbes.com, “Can You Retire Comfortably at 35?”
Matt Knoll of The Planning Center discusses what it would take to retire early, as in your mid-30s to 40s. more
Long-Life Learning (The Pursuit of Mastery)
By Matthew Sivertsen, CFP® Since Tiger Woods’ recent win at the 2019 Masters Tournament, I am sure there are a more
Income-Based Fees Make a “Comeback”
Jude Boudreaux, CFP®, Partner and Senior Financial Planner in the New Orleans office discusses how income-based fees are on their more
Measuring Progress — The Long View versus The Reflective View
By Matthew Sivertsen, CFP® Being stewards of the growth of our “net worth” combines many elements. One of the main more
Pension in Louisiana? The PBGC Is Protecting You
We’ve been working with a number of clients from all over Louisiana with pensions from private employers, and there have more
401(k) Fee Disclosure – Cutting Through the Jargon
After many years of waiting, the 401(k) Fee Disclosures are finally here. If you haven’t received yours, you will likely more
100 Minus Your Age? – Financial Rules of Thumb Series
[This post is part of the Financial Rules of Thumb series. Check out the rest here!] Today’s rule of thumb is: “100 minus more
Upperline Featured in the Wall St. Journal!
Another exciting day in the news for Upperline Financial Planning! We were proud to be featured in a story that more