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Your Insights

  • Andrew Sivertsen, Asset Protection, covid-19, Goals, retirees, risk, stocks

4 Ways to Prepare Yourself for a Market Downturn

February 20, 2020

    by Andrew Sivertsen, CFP® It has been roughly eleven years since stock markets bottomed out in March of 2009. As the economic expansion continues,

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5 Ways to Benefit from the SECURE Act

February 6, 2020

by Andrew Sivertsen, CFP® In December of 2019, President Trump signed into law the SECURE Act, which stands for “Setting Every Community Up For Retirement Enhancement.”

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5 Proposals to Fix Social Security

September 20, 2019

by Andrew Sivertsen, CFP® I hear a number of questions and concerns around the Social Security Program from my clients. Some wonder whether the program will

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Lending Money to Adult Children? 4 Points to Consider

April 16, 2012

I had a conversation recently with a retiree who was approached by their child for a loan to start a business.  Lending money to children can

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