longevity Archives - The Planning Center

Andrew Sivertsen,CFP®, CeFT®. Partner/Sr. Financial Planner, quoted in FinancialPlanner.com on “Longer lifespans are going to affect planning for young clients, too.”

May 29, 2019

Andrew Sivertsen, CFP®, CeFT®. Partner/Sr. Financial Planner, discusses the phrase, “I’m not going to live that long,” and how that attitude needs to be taken seriously

Living Longer, Healthier, and Happier

April 19, 2019

By Cicily Maton, Retired Sr. Financial Planner Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT® Sr. Financial Planner

Longevity Isn’t Just at the End

January 25, 2019

by Andrew Sivertsen, CFP® For many of us, the topic of longevity isn’t something about which we spend a lot of time thinking. We all hope

Long-Life Planning - The Planning Center

What is Long-Life Planning?

June 9, 2017

This is a guest blog post originally printed at www.suddenmoney.com and reprinted with permission granted by the Financial Transitionist Institute. It’s entirely possible that you will

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Andrew Sivertsen,CFP®, CeFT®. Partner/Sr. Financial Planner, quoted in FinancialPlanner.com on “Longer lifespans are going to affect planning for young clients, too.”

Living Longer, Healthier, and Happier

Longevity Isn’t Just at the End

What is Long-Life Planning?

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