Planning Archives – The Planning Center

By Matthew Sivertsen, CFP® Reverse mortgages have long been thought of as merely a last resort for someone’s retirement plan, more

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

by Michael A. Branham, CFP® Life is full of surprises and transitions. Weddings, the birth of a child, a new more

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

Matt Sivertsen, CFP®, CeFT®, Partner and Senior Financial Planner with The Planning Center in the Quad Cities discusses tactics people more

Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how to adopt healthy habit to boost morale more

by Michelle Maton, CFP® Have you ever been blindsided by a life event or by your feelings about it? When more

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

by Michelle Maton, CFP® Spending this holiday season is estimated to run up to $1 trillion (yes, that is trillion more

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