by Andrew Sivertsen, CFP® There are several key principles to having a sound investment philosophy, and one of the most more

by Andrew Sivertsen, CFP® It has been roughly eleven years since stock markets bottomed out in March of more

by Andrew Sivertsen, CFP® In December of 2019, President Trump signed into law the SECURE Act, which stands for “Setting more

by Andrew Sivertsen, CFP® I hear a number of questions and concerns around the Social Security Program from my clients. more

By Matthew Sivertsen, CFP® and Cicily Maton, CFP® As financial planners, we are consistently faced with helping people understand more

By Amber Miller, CFP® Let me ask you two questions: 1. Do you ever wish you had more time to more

By Matthew Sivertsen, CFP® Since Tiger Woods’ recent win at the 2019 Masters Tournament, I am sure there are a more

by Andrew Sivertsen, CFP® For many of us, the topic of longevity isn’t something about which we spend a lot more

By Matthew Sivertsen, CFP® Being stewards of the growth of our “net worth” combines many elements. One of the main more

by Dr. William “Marty” Martin Reflect on the days when you had more than enough money to pay your bills. more