By Matthew Sivertsen, CFP®, CeFT® Uncertainty is an uncomfortable word, especially if it is being used to describe our employment! Turbulent seems to be a good
By Matthew Sivertsen, CFP® Some time ago, a memorable article in the Washington Post by financial columnist, blogger and equities analyst Barry Ritholtz advised investment clients
By Matthew Sivertsen, CFP® Reverse mortgages have long been thought of as merely a last resort for someone’s retirement plan, the only remaining alternative when nothing
By Matthew Sivertsen, CFP® and Cicily Maton, CFP® As financial planners, we are consistently faced with helping people understand various concepts related to money. One
Matt Knoll of The Planning Center discusses what it would take to retire early, as in your mid-30s to 40s. Read the whole article here: https://www.forbes.com/sites/lawrencelight/2019/05/19/can-you-retire-comfortably-at-35/#56da3c4d95a7
By Matthew Sivertsen, CFP® Since Tiger Woods’ recent win at the 2019 Masters Tournament, I am sure there are a lot of people daydreaming about what
Jude Boudreaux, CFP®, Partner and Senior Financial Planner in the New Orleans office discusses how income-based fees are on their way back with Samuel Steinberger of
By Matthew Sivertsen, CFP® Being stewards of the growth of our “net worth” combines many elements. One of the main challenges can be our tendency to
We’ve been working with a number of clients from all over Louisiana with pensions from private employers, and there have been many questions about the federal
After many years of waiting, the 401(k) Fee Disclosures are finally here. If you haven’t received yours, you will likely be getting one in the mail
[This post is part of the Financial Rules of Thumb series. Check out the rest here!] Today’s rule of thumb is: “100 minus your age equals the allocation you
Another exciting day in the news for Upperline Financial Planning! We were proud to be featured in a story that ran yesterday on the topic of
Stay informed with the latest financial insights from our experts.
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ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
NEW ORLEANS
2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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