Messy Divorce and Messy Finances: How to Navigate Your Money During and After a Divorce
By Matthew Sivertsen, CFP®, CeFT® Divorce can be messy, creating questions on how to move
Gifting to Family Members
By Matthew Sivertsen, CFP®, CeFT® For people who have excess capacity in their own personal
We Are All in This Together
By Matthew Sivertsen, CFP®, CeFT® 2020 was quite a year for us all at The
Corporate Downsizing – How to Navigate through the Turbulence
By Matthew Sivertsen, CFP®, CeFT® Uncertainty is an uncomfortable word, especially if it is being
Sometimes, the Answer Should Be “No.”
By Matthew Sivertsen, CFP® Some time ago, a memorable article in the Washington Post by
3 Ways To Take Advantage Of Reverse Mortgages
Reverse mortgages have changed a lot over time, and it’s important that retirees know exactly
Responsibly Using a Reverse Mortgage in a Retirement Plan
By Matthew Sivertsen, CFP® Reverse mortgages have long been thought of as merely a last
Choosing Between a Lump Sum and Future Payments
By Matthew Sivertsen, CFP® and Cicily Maton, Retired Sr. Financial Planner Cicily Maton has retired,
TPC in the News: Catch up on recent media quotes from and interviews with our advisors
Now you can easily access recent financial advice and insights you may have missed. Autumn
Long-Life Learning (The Pursuit of Mastery)
By Matthew Sivertsen, CFP® Since Tiger Woods’ recent win at the 2019 Masters Tournament, I
Cash Course: Five Ways to Trick Yourself into Saving Money
Matt Sivertsen, CFP®, CeFT®, Partner and Senior Financial Planner with The Planning Center in the
Cash Course: New Year, New Budget
Matt Sivertsen, CFP®, CeFT®, Partner and Senior Financial Planner in the Quad Cities office of
