The Planning Center - An independent, fee-only financial planning firm located in Moline, IL

TPC IN THE NEWS

December 2011: HNW clients might be OK with retainers, after all
Investment News - An article about how investors are turning toward advisors with a retainer model that removes traditional conflicts of interest, Marty Kurtz, CFP® is quoted.

October 2011: Stress-Testing Risk Tolerance
Wall Street Journal - An aricle about understanding client's risk tolerance where Marty Kurtz, CFP® is quoted about the how the test can help bring about critical conversations.

October 2011: Financial Planning Week Delivers Advice to Those Who Most Need It
AdvisorOne - Marty Kurtz, CFP® is quoted about the 'Boot Camps' that help advisors prepare for the financial planning needs of those who need Pro-Bono help.

September 2011: Financial Planners Broaden National Pro-Bono Outreach
RegisteredRep.com - In this article, Marty Kurtz, CFP® talks about the initiatives in the industry to help serve the underserved population with financial planning advice.

September 2011: Concerned about the future? Experts say a long-term plan is key to riding out short-term market volatility
The Wall Street Journal - An article written by Marty Kurtz, CFP® discusses the importance of being engaged with a financial planner when talking through issues of life and money.

September 2011: Planners eye federal regulation - but say it's a ways off
InvestmentNews - Marty Kurtz, CFP® mentions needing increased regulation for planners.

September 2011: At FPA San Diego, Organization's Leadership Addresses Goals, Advocacy, Challenges
AdvisorOne - Marty Kurtz, CFP® discusses ways to help grow FPA.

September 2011: FPA Convention FPA exploring cultural, organizational changes
InvestmentNews - Marty Kurtz, CFP® pursuing a fiduciary discussion to put client's first.

September 2011: FPA San Diego: President Kurtz Urges Planners to 'Move On' From Past Disagreements
AdvisorOne - A brief recap of the speech by Marty Kurtz, CFP® kicking of the National FPA Conference.

August 2011: 6 Funds for Peace of Mind
Forbes - Eric Kies, CFP® has an audio interview where he talks about the importance of structure and behavior in light of recent market volatility.

August 2011: Changing the Conversation of the Financial Planning Profession
Axiom News - Marty Kurtz, CFP® and other FPA board members talk about the importance of Appreciative Inquiry and driving the conversation to what we do well, and where this should go.

August 2011: FPA Experts and Survey Cite Reliance on Long-term Plans
PR Newswire - Marty Kurtz, CFP® is quoted in response to the recent market volatility about the importance of helping clients plan for the long run and not overreact to the fear-based changes in the market.

August 2011: 3 Buckets, 1 Financial Future
Star Tribune - First Step Cash Management System created by the advisors of The Planning Center is in an article about pitching the depressing "where did my money go" budget and using a more dynamic approach to cash flow.

May 2011: NAPFA Puts Renewed Focus on 'Trust'
FA News - Marty Kurtz, CFP® is quoted in an article talking about the importance of Trust and earning trust in a client relationship.

May 2011: At FPA Retreat, fiduciary standard, growth of Women in Finance community and lobbying efforts are addressed
Advisor One - Marty Kurtz, CFP® spoke at an FPA Retreat about putting clients first and also the movements within FPA for the development of the Women in Finance community and the success with the NextGen community.

March 2011: Hiring and welcoming COOs to firms isn't easy
Investment News - Marty Kurtz, CFP® is quoted about the importance of hiring a COO and the rule of thumb regarding when to hire a COO to free up and unburden advisors.

March 2011: Group President Kurtz Says Fiduciary Standard is a 'Global Movement'
Advisor One - Marty Kurtz, CFP® is quoted in the article as he talks about fiduciary standards and disclosing conflicts of interest.

January 2011: Marty Kurtz on Community, Regulatory Reform, and Advancing the Profession
Journal of Financial Planning - Marty Kurtz, CFP® is interviewed by Christina Nelson in 10 Questions with Noteworthy People as he begins his FPA Presidency for 2011.

Older Stories:

How to Manage Your Personal Cash Flow - Forbes, December 2010
Deerfield Wealth Manager Weaves Art and Finance Into Financial Happiness - Medill Reports Chicago, December 2010
Efficiently Monitor Client Cash Flow - Journal of Financial Planning, November 2010
FPA Denver 2010 Live Blog: Day 1 Recap - FP PAD, October 2010
Red, Yellow, Green: Easy Budget Planning for Couples - Quizzle Wire, September 2010
Financial Advisors, Losing Clients, Revamp Strategies - TIME Magazine, July 2010
Mastering Cash Flow: The Key to Financial Success - Financial Planning Association, Practice Management Center Blog, June 2010
Techniques to Help Couples Talk About Money - Financial Planning Association, All Things Financial Planning Blog, April 2010
Is Budgeting Worth It? - Financial Planning Association, All Things Financial Planning Blog, June 2010
What Do You Really Want To Do With Your Money? - Entrepreneur magazine, April 2010
A Framework For Couples Money Decisions - Financial Planning Association, All Things Financial Planning Blog, 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
What RIAs Need To Know About Health Care Reform - RIABiz, December 2009
Kurtz to Lead Financial Planning Association - WebCPA, 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
New Kids in Town - Financial Planning magazine, May 2009