The Penny Hoarder recently quoted H. Jude Boudreaux, CFP® Sr. Financial Planner. In this quote, Jude encourages buyers to consider car insurance, your credit score and what funds
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by Andrew Sivertsen, CFP® CeFT® Exchange Traded Funds (ETFs) were developed in the late 90s but have grown in popularity over the last decade since the
By Matthew Sivertsen, CFP®, CeFT® For people who have excess capacity in their own personal financial plan, often the discussion leans toward a conversation on how
One of the things that makes the COVID-19 pandemic so challenging is false negatives. Early in the pandemic, it was clear that the consequences of infection
With the economy starting to recover from the COVID-19 pandemic and investor concerns turning increasingly toward inflation, Dimensional Founder David Booth talked with Nobel laureate Eugene
LegalZoom recently quoted H. Jude Boudreaux, CFP® Sr. Financial Planner. In this article, Jude provides useful information for clients that have adult children. Read the Entire Article Here
TPC’s Michael Branham recently presented Solving the Retirement Income Puzzle, as part of the Expedition to Retirement webinar series. To watch this informative webinar, complete the
By Cicily Maton, Retired Sr. Financial Planner Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT® Sr. Financial Planner carry
By Matt Knoll, CFP ®, Sr. Financial Planner Kids build their foundational skills and habits for life as they grow up, and as a parent or
TPC’s Dr Wm. “Marty” Martin recently presented The Psychology of Retirement, as part of the Expedition to Retirement webinar series. To watch this informative webinar, complete
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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