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Gifting to Family Members
By Matthew Sivertsen, CFP®, CeFT® For people who have excess capacity in their own personal financial plan, often the discussion more
We Are All in This Together
By Matthew Sivertsen, CFP®, CeFT® 2020 was quite a year for us all at The Planning Center. We have grown 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
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
3 Ways To Take Advantage Of Reverse Mortgages
Reverse mortgages have changed a lot over time, and it’s important that retirees know exactly how they can leverage this 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
Cash Course: Five Ways to Trick Yourself into Saving Money
Matt Sivertsen, CFP®, CeFT®, Partner and Senior Financial Planner with The Planning Center in the Quad Cities discusses tactics people more
Cash Course: New Year, New Budget
Matt Sivertsen, CFP®, CeFT®, Partner and Senior Financial Planner in the Quad Cities office of The Planning Center, discusses how more