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Nailing a Smooth Landing for Your Investments
by Andrew Sivertsen, CFP® There are several key principles to having a sound investment philosophy, and one of the most more
4 Ways to Prepare Yourself for a Market Downturn
by Andrew Sivertsen, CFP® It has been roughly eleven years since stock markets bottomed out in March of 2009. more
5 Ways to Benefit from the SECURE Act
by Andrew Sivertsen, CFP® In December of 2019, President Trump signed into law the SECURE Act, which stands for “Setting more
5 Proposals to Fix Social Security
by Andrew Sivertsen, CFP® I hear a number of questions and concerns around the Social Security Program from my clients. 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
How to Find More Time and Money: 4 Ways to Prioritize Yourself
By Amber Miller, CFP® Let me ask you two questions: 1. Do you ever wish you had more time to 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
Longevity Isn’t Just at the End
by Andrew Sivertsen, CFP® For many of us, the topic of longevity isn’t something about which we spend a lot 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
Cash Flow: Is Cash Really King?
by Dr. William “Marty” Martin Reflect on the days when you had more than enough money to pay your bills. more