Is Budget a Dirty Word?
October 3, 2017
What if there was a way to eliminate the pain of monthly tracking and keep the peace of mind that you are fulfilling your values and
What if there was a way to eliminate the pain of monthly tracking and keep the peace of mind that you are fulfilling your values and
Marty Kurtz, CFP® and Michael Branham, CFP® awarded the 2017 Heart of Financial Planning Award for their commitment to the profession by the Financial Planning Association. by
Andrew Sivertsen, CFP® Named One of FA Magazine’s 10 Young Advisors To Watch May 1, 2017 – FA Magazine recently named Andrew Sivertsen, CFP® as one
By Andrew Sivertsen On August 30, 2016, my wife, Amy, and I welcomed our new baby daughter Virginia “Ginny” Jeanne Sivertsen into the world. Both the
What has changed? If you or your child/grandchild will be attending college in the 2017-2018 school year or subsequent years, then you should be aware of
Andrew Sivertsen, CFP® Named One of InvestmentNews’ 40 Under 40 Moline, IL — June 27, 2016 — InvestmentNews recently named Andrew Sivertsen, CFP® as one of its 2016 40 Under
Congratulations to our own Andrew Sivertsen, CFP® for being named to this prestigious list of young planners! The industry continues to struggle to attract young, talented
Here is an archive of our top media hits in 2015. November 2015: Networth and Income Based Retainers xyplanningnetwork.com – A podcast featuring Andrew Sivertsen, CFP® sharing
A podcast featuring Andrew Sivertsen, CFP® sharing with advisors about the structure and rational of NWI retainers. #XYPNRadio welcomes Andrew Sivertsen to the podcast this week.
Take a look back at The Planning Center’s top media hits from 2014. October 2014: 10 Best: Ways to save money USAToday.com – Marty Kurtz, CFP® interviewed about ways
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