MarketWatch recently quoted TPC’s Andy Baxley, CFP ®, CIMA ®, Sr Financial Planner. In this article, Andy encourages investors to move forward in the right direction.
By Matt Mercer, Operations Manager With a continued focus of sharing more about our technology and processes in 2021, we’d like to share a process that
By Andy Baxley, CFP®, CIMA® As you probably know, The Planning Center family has grown significantly in recent years. We now have a team of 26
Investors often consider yield when assessing the expected return of a bond. Yield to maturity equates the current price of a bond to its coupon structure.
You don’t have to be retired or even close to retirement to benefit from a personal my Social Security account. Calling or visiting a local Social
This year, America Saves Week runs from February 22 – 26. The week is an opportunity for to promote good financial habits and for people to
Tax season is approaching and replacing your annual Benefit Statement has never been easier. The Benefit Statement, also known as the SSA-1099 or the SSA-1042S, is
Do you plan to pay a cleaning person, cook, gardener, babysitter, or other household worker at least $2,300 in 2021? This amount includes any cash you
Getting your newborn a Social Security number is important for their future. If your child is born in a hospital, the easiest way to apply for
This report features world capital market performance and a timeline of events for the past quarter. It shows a global overview and features the returns of
CNBC recently featured H. Jude Boudreaux, CFP® Sr. Financial Planner. In this article, Jude encourages investors to stay disciplined and buy low, sell high. Read the
By Matthew Sivertsen, CFP®, CeFT® 2020 was quite a year for us all at The Planning Center. We have grown stronger as a Company and as
Stay informed with the latest financial insights from our experts.
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