Want to Sleep Better at Night? Maybe You Need a Financial Plan

A 2022 study by insurer Northwestern Mutual reveals some interesting interrelationships between attitudes and habits toward finance and general wellness. Conducted by the Harris polling organization, the survey asked 2,500 respondents age 18 or older a series of questions regarding their feelings about finances and also about key indicators of emotional wellness. What researchers found was that those who viewed themselves as financially disciplined or who worked with a professional financial planner reported significantly better levels of happiness and confidence. They also indicated enjoying better sleep.
Why You Should Work with a Fee-Only Fiduciary

Should I be concerned if my financial advisor is commission-based? What is a fee-based
fiduciary and what difference does it make to work with one? The way a financial advisor is
set up to receive compensation can make a big difference for the client. Find out how.
Smart Money Moves to Make When Buying a New Car

By Matt Knoll, CFP® Sr. Financial Planner If you’re considering buying a new car there’s
Understanding Your Stock’s Cost Basis

By Matt Knoll, CFP® & Caleb Arringdale, EA What is Cost Basis? Cost basis is the original value
Trading Tools and Practices That Add Value to Your Portfolio

By Matt Knoll, CFP ®, Sr. Financial Planner When looking under the hood of your
Your Money, Your Mind, and Your Investment Methods

Matt Knoll, CFP® and Amber Miller, CFP®, CSRIC® recently presented Your Money, Your Mind, and
It’s Not Too Early: Money Saving Tips for Your Kids

By Matt Knoll, CFP ®, Sr. Financial Planner Kids build their foundational skills and habits
Cash Course: Exploring the early retirement movement
Matt Knoll discusses the FIRE movement and how people can plan ahead if they are
TPC in the News: Catch up on recent media quotes from and interviews with our advisors

Now you can easily access recent financial advice and insights you may have missed. Autumn
Matt Knoll, CFP®. Financial Planner, featured in Forbes.com, “Can You Retire Comfortably at 35?”
Matt Knoll of The Planning Center discusses what it would take to retire early, as
The FIRE Movement — Is it just a fad?

by Matt Knoll, CFP® Reading online finance articles, blogs, and tweets, there always seems to
Cash Course: How to Manage Student Loan Debt
Matt Knoll quoted in a Quad City Times article on advising people on how to