AdvisorHub recently recognized @Matthew Sivertsen, CFP®, Senior Financial Planner in their 2024 Advisor to Watch ranking. A total of 1,000 advisors were listed across seven categories
By Matt Sivertsen, CFP®, CeFT®, Sr Financial Planner As our name suggests, at The Planning Center we like to focus on planning for the future. As
By Matthew Sivertsen, CFP®, CeFT® Divorce can be messy, creating questions on how to move life forward. The team at The Planning Center have worked with
By Matthew Sivertsen, CFP®, CeFT® For people who have excess capacity in their own personal financial plan, often the discussion leans toward a conversation on how
By Matthew Sivertsen, CFP®, CeFT® 2020 was quite a year for us all at The Planning Center. We have grown stronger as a Company and as
By Matthew Sivertsen, CFP®, CeFT® Uncertainty is an uncomfortable word, especially if it is being used to describe our employment! Turbulent seems to be a good
By Matthew Sivertsen, CFP® Some time ago, a memorable article in the Washington Post by financial columnist, blogger and equities analyst Barry Ritholtz advised investment clients
Reverse mortgages have changed a lot over time, and it’s important that retirees know exactly how they can leverage this program to benefit from it in
By Matthew Sivertsen, CFP® Reverse mortgages have long been thought of as merely a last resort for someone’s retirement plan, the only remaining alternative when nothing
By Matthew Sivertsen, CFP® and Cicily Maton, Retired Sr. Financial Planner Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT®
Now you can easily access recent financial advice and insights you may have missed. Autumn Campbell, CFP®, is interviewed in The Tulsa World on the new
By Matthew Sivertsen, CFP® Since Tiger Woods’ recent win at the 2019 Masters Tournament, I am sure there are a lot of people daydreaming about what
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