Saving Archives – The Planning Center

by Andrew Sivertsen, CFP® There are several key principles to having a sound investment philosophy, and one of the most more

by Andrew Sivertsen, CFP® In December of 2019, President Trump signed into law the SECURE Act, which stands for “Setting more

By Matthew Sivertsen, CFP® Some time ago, a memorable article in the Washington Post by financial columnist, blogger and equities more

Now you can easily access recent financial advice and insights you may have missed. Jude Boudreaux, CFP®, is a Partner more

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

Now you can easily access recent financial advice and insights you may have missed. The Planning Center is being recognized more

by Andrew Sivertsen, CFP® I hear a number of questions and concerns around the Social Security Program from my clients. more

Now you can easily access recent financial advice and insights you may have missed. Amber Miller, CFP®, a Senior Financial more

What is a yield curve, and why are stock investors interested in its shape? A yield curve gives a snapshot more

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely more