JULY 2010: Financial Advisors, Losing Clients, Revamp Strategies
TIME Magazine - Marty Kurtz CFP® is quoted in a TIME article about how advisors are dealing with aftermath of the crash of 2008 and why some advisors have left the business and others have survived.
JUNE 2010: Mastering Cash Flow: The Key to Financial Success
Financial Planning Association, Practice Management Center Blog - Great post by Carol Anderson, President of Money Quotient, who explains the struggles of traditional budgeting and the benefits of First Step Cash Management™.
JUNE 2010: Is Budgeting Worth It?
Financial Planning Association, All Things Financial Planning Blog - See how First Step Cash Management™ created by the advisors at The Planning Center is being used by other advisors like Joe Pitzl CFP® in his blog about budgeting.
APRIL 2010: Techniques to Help Couples Talk About Money
Financial Planning Association, All Things Financial Planning Blog - Eric Kies CFP® talks about how to communicate finances and about how to set up boundaries that may help avoid stressful arguments.
APRIL 2010: What Do You Really Want To Do With Your Money?
Entrepreneur magazine - Marty Kurtz CFP® brings clients together to talk about things that are important to them and how to make our decisions reflect our values.
APRIL 2010: Bucket Lists
Inside Information article on First Step Cash Management™ - Marty Kurtz CFP® and Eric Kies CFP® talk about how to implement your budget without micro-management, yet still be able to manage debt and save for the future.
Older Stories:
A Framework For Couples Money Decisions - Financial Planning Association, All Things Financial Planning Blog, February 2010
Underfunded State of Illinois Pensions - Channel 4 News, February 2010
A New Way To Manage Your Household Finances & Build Your Savings - Financial Planning Association, All Things Financial Planning Blog, January 2010
Movers & Shakers 2010: Steve Holdsworth and MPACT - Financial Planning magazine, January 2010
2010 New Years Financial Resolutions - Channel 4 News, December 2009
What RIAs Need To Know About Health Care Reform - RIABiz, December 2009
Kurtz to Lead Financial Planning Association - WebCPA, November 2009
FPA Announces 2010 Board Additions - Investment Advisor magazine, November 2009
Books For All Seasons - Wall Street Journal, WSJ Blogs, August 2009
Should You Try "The Bucket Budget"? - Wall Street Journal, WSJ Blogs, June 2009
Discover Your Budget Style - Money Magazine, June 2009
Picks from Top Financial Advisers - BusinessWeek magazine, February 2009
Back to Basics - Journal of Financial Planning magazine, December 2008
New Kids in Town - Financial Planning magazine, May 2009
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