How to Afford and Plan for Your Baby
By The Planning Center, Financial Planners Schedule a Free Consultation Last summer, my husband and I had our first child. While I’ve loved the experience, the rumors are true – babies introduce a lot of stressors into our lives, especially when it comes to money. The good news is that with a little forethought, there […]
Why Many Young Couples Seek Out Female Financial Advisors
Amber Miller, Sr. Financial Planner at our Twin Cities office discusses the trend of Gen X and Y’s seeking out female financial advisors in an interview with ThinkAdvisor. Read the Full Article Here The advisors at The Planning Centercan help you set a course for personal growth, financial strength, and most importantly, peace of mind. Give […]
Variable bonus compensation: What is it? How is it taxed? And what should you do with it once it’s yours?
By The Planning Center, Financial Planner Schedule a Free Consultation What is a bonus? – a bonus is an additional paycheck that is a (often large) lump sum amount. They are typically handed out once (sometimes twice or quarterly) per year and often right at the end of your company’s fiscal year. Your bonus amount […]
Which ESG Funds Are a Good Fit for Socially Conscious Clients
CNBC recently featured Amber Miller, CFP®, CSRIC™ on how she works with clients that are interested in learning about environmental, social and governance factors that underpin sustainable investments. The advisors at The Planning Center can help you set a course for personal growth, financial strength, and most importantly, peace of mind. Give us a call at 888-333-6986. Email […]
Can My College Savings Plan be Used for More than College?
By The Planning Center, Financial Planner Schedule a Free Consultation College savings plans, which include 529 Plans, are a great tax advantaged way to save for college. And now they’re more! Originally, college savings plans existed to invest savings that could grow tax free and as long as you spent the money on college expenses, […]
Minneapolis: Nothing is Normal
by Amber Miller, CFP®, CSRIC™ Accepting the Uncomfortable Together I had already planned on taking last week off from work. I was hoping to find a little of my own space to re-energize around work and my family life. Working from home isn’t so much the problem, as staying at home after. There’s nothing normal about […]
Getting Started with Sustainable Investing
by Amber Miller, CFP®, CSRIC™ As a purchaser of goods and services you have choices: the recycled printer paper or the glossy white, the organic bananas or the regular, ride your bike or drive to work. As investors, we also have options: sustainable investing versus traditional. Sustainable investors might make a choice about lowering our […]
Protecting Your Portfolio from Future Pandemics in a Simple and Ethical Way
By The Planning Center, Financial Planner Schedule a Free Consultation Zoom calls have taken over my professional and personal life. One topic that keeps coming up with my clients, family and friends is the uncomfortable, yet probable, scenario that this isn’t the last pandemic we’ll experience in our lifetimes. And the question of how we […]
Tech Tools For Today’s Young Advisor
Autumn K. Campbell, Financial Planner, shares the importance of young financial advisors staying up to date on current technology to improve accuracy and efficiency within their own practices such as video conferencing, scheduling, and electronic document storage.
TPC’s Chartered SRI Counselor
A groundbreaking certification in the fast-growing field of sustainable, responsible and impact investing (SRI), becoming a Chartered SRI Counselor is no easy feat. But, a force to be reckoned with, TPC’s Amber Miller became the fourth in Minnesota to do so… and is only one of 150 worldwide who hold this designation!
Certified Financial Planner Reveals True Meaning of ’Life Planning’
Life planning is more than just numbers. It’s about digging in and clarifying what a client REALLY wants from their life. In this interview, TPC Financial Advisor Amber Miller answers the hard-hitting questions that matter most when it comes to helping clients achieve their lifelong goals.
Clients Want to Work With Female Advisers, and Firms Are Taking Notice
By The Planning Center, Financial Planner Schedule a Free Consultation Female advisors are scarce in the wealth-management industry. The WSJ spotlights TPC’s very own Amber Miller in this informative read all about the strong women changing what it means to be a financial planner. Check out the full story here: https://www.wsj.com/articles/clients-want-to-work-with-female-advisers-and-firms-are-taking-notice-11566639000?reflink=share_mobilewebshare#comments_sector The advisors at The Planning Center can […]
