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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
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
3 Ways to Fix Your Investment Portfolio Before January
Eric Kies, CFP® explains essential things to do before year-end for retirement accounts. While it may feel like 2015 just more