Holiday Spending 2018

by Michelle Maton, CFP® Spending this holiday season is estimated to run up to $1 trillion (yes, that is trillion more

Longevity and Fixed Pensions

by Matt Sivertsen, CFP® Reflecting back on the year 2004, I was one year into working at The Planning Center. more

Estate Planning Mistakes Celebrities Make

The Planning Center’s Partner and Senior Financial Planner John Longstaff CFP(r) featured in Kiplinger’s Personal Finance discussing estate planning mistakes more