by Andrew Sivertsen, CFP® Summer is over. We can either lament its loss or look forward into the future with excitement for what new opportunities lie
Matt Sivertsen, Sr. Financial Planner & Partner in our Quad Cities office was quoted in Investor’s Business Daily discussing working with client’s adult children… Click to
JJ Sessions, CFP®. Partner/Sr. Financial Planner discusses Ways to Survive a Financial Rough Patch on Forbes.com. Read the article here: https://www.forbes.com/sites/lawrencelight/2018/02/23/6-ways-to-survive-a-financial-rough-patch/#588019327695
H. Jude Boudreaux, partner and senior financial planner at the New Orleans office, says what’s important to remember is how student loan debt is both a
By Jude Boudreaux So much of the work we do as planners is around clients and their cash flow. There are large spending choices we make
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
By Eric Kies Every year, my wife Laura and I try to run a half marathon in the spring and fall. In fact, running is how
By Michael Branham – For a small business owner, wearing the CFO “hat” may not be that exciting, but it’s often a necessity. While your core
By J.J Sessions – Much has been said and written of late about an article by Neal Gabler that appears in The Atlantic Magazine entitled The
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
I’m sure you remember permission slips. They were the magical pieces of paper that gave you the ability to experience something really unique when you were
Think about that for just a second. How much of your money do you actually see? In your hands? In your wallet? If I had to
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