Being Grateful Isn’t Just Good for Your Outlook: It’s a Good Retirement Strategy
There is research demonstrating that people who are habitually grateful for what they have also tend to be financially healthier. And that can make a big difference in the quality and satisfaction you achieve during your retirement years.
Smart Tips for Charitable Giving
A recent survey indicates that many donors still have questions about how they can make their giving more effective. In fact, two-thirds of those surveyed said that while they’d like to give more, they are concerned by factors that make it more difficult for them to give as much as they’d really like to.
What’s the Best Retirement Account for You?
In this brief article, we’ll take a quick survey of the major types of retirement savings vehicles to provide basic familiarity, then we’ll point out the advantages of certain types for various circumstances.
TPC Client Update Re: Swapping Mutual Funds to ETFs
by Andrew Sivertsen, CFP®, EA, CeFT® and Andy Baxley, CFP®, CIMA® The Planning Center’s Investment Committee
Why Do I Need a Financial Life Planner?
Andrew Sivertsen, CFP®, EA, CeFT®, Sr Financial Planner Concerns about money haven’t always been so
Understanding TPC’s Fiduciary Investment Strategies
by Andrew Sivertsen, CFP® CeFT® At The Planning Center (TPC) our investment strategy primarily uses
The History of ETFs and their Rise of Popularity
by Andrew Sivertsen, CFP® CeFT® Exchange Traded Funds (ETFs) were developed in the late 90s
To Spend or Not to Spend
by Andrew Sivertsen, CFP® CeFT® To spend or not to spend, that is the question?
The Grass Is Still Growing
by Andrew Sivertsen, CFP® CeFT® Six months ago, I wrote an article about how to
Hindsight is 2020
by Andrew Sivertsen, CFP®, CeFT® To say these are unique times would be an understatement.
Nailing a Smooth Landing for Your Investments
by Andrew Sivertsen, CFP® There are several key principles to having a sound investment philosophy,
4 Ways to Prepare Yourself for a Market Downturn
by Andrew Sivertsen, CFP® It has been roughly eleven years since stock markets
