Recently featured in NAPFA Advisor, The Planning Center has garnered recognition for its unique and multi-generational approach to financial planning. Leading this innovative strategy is Michael
In this post, I aim to demystify TIAA’s structure by breaking it down into 7 distinct layers. We will start with the broadest layer (TIAA itself) and work our way down to the most specific (the individual investments available to you in your TIAA contracts).
Discover the ideal amount of emergency savings recommended by financial advisors to navigate through times of economic uncertainty in this CNBC article. Read the Entire Article Here
Andrew Sivertsen, CFP®, EA, CeFT®, Sr Financial Planner “On a long enough timeline, the survival rate for everyone drops to zero.” Intellectually, we understand the truth
by Andrew Sivertsen, CFP®, EA, CeFT® and Andy Baxley, CFP®, CIMA® The Planning Center’s Investment Committee meets regularly to review our investment approach and assess any potential
Andrew Sivertsen, CFP®, EA, CeFT®, Sr Financial Planner Concerns about money haven’t always been so severe. During the Middle Ages most people lived in a feudal
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