(888) 333 6986
Schedule a Call
Client Login
COVID-19 News
How to Monitor Your Investments
By Matt Mercer, Operations Manager If you’re a client of The Planning Center, and we manage any of your financial more
Corporate Downsizing – How to Navigate through the Turbulence
By Matthew Sivertsen, CFP®, CeFT® Uncertainty is an uncomfortable word, especially if it is being used to describe our employment! more
Bumpy Road to the Market’s Long-Term Average
Since 1926, the US stock market has rewarded investors with an average annual return of about 10%. But it’s important more
Sometimes, the Answer Should Be “No.”
By Matthew Sivertsen, CFP® Some time ago, a memorable article in the Washington Post by financial columnist, blogger and equities more
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
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
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
Quarterly Market Review – Second Quarter 2016
This report features world capital market performance and a timeline of events for the past quarter including the notable Brexit more
Sometimes the Answer Should Be No
By Matthew Sivertsen – A recent article in the Washington Post by financial columnist, blogger and equities analyst Barry Ritholtz more