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4 Ways to Prepare Yourself for a Market Downturn
by Andrew Sivertsen, CFP® It has been roughly eleven years since stock markets bottomed out in March of more
5 Ways to Benefit from the SECURE Act
by Andrew Sivertsen, CFP® In December of 2019, President Trump signed into law the SECURE Act, which stands for “Setting more
5 Proposals to Fix Social Security
by Andrew Sivertsen, CFP® I hear a number of questions and concerns around the Social Security Program from my clients. more
Lending Money to Adult Children? 4 Points to Consider
I had a conversation recently with a retiree who was approached by their child for a loan to start a more