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Days of Necessity
by JJ Sessions, CFP® At church yesterday, I noticed a large basket overflowing with fresh vegetables behind a sign inviting everyone more
Quarterly Market Review – Q3 2018
This report features world capital market performance and a timeline of events for the past quarter. It begins with a more
Cash Course: Free credit freezes now in effect can help protect against identity theft
Planning Center Partner/Sr. Financial Planner Andrew Sivertsen, CFP®, CeFT® discusses how free credit freezes can protect people against identity theft. more
13 Tried and Tested Management Tips
There’s more to being manager than a bigger salary. And it’s important that businesses take the time to train their more
Let’s get real: Saving for retirement is tough. Here’s a realistic approach
Senior Financial Planner Jude Boudreaux, CFP(r) discusses realistic ways to approach retirement with Sarah Ravits of The Gambit. Read whole more
Autumn Campbell Awarded CFP(r) Designation
Congratulations to The Planning Center’s Autumn Campbell, who services clients out of the Tulsa and New Orleans offices was recently more
Cash Course: Money Questions Many are Afraid to Ask
Marty Kurtz talks to QC Times answering difficult to ask financial planning questions. Click here to read the whole article more
Financial Planners Rethink Their Fees as Tech Makes Inroads
Jude Boudreaux of The Planning Center discusses how finding the right fee to charge for financial planning services is getting more
Don’t Split Heirs with Your Estate
Marty Kurtz, Sr. Financial Planner & Partner in our Quad Cities office was quoted in AARP.org discussing your options if more
Planning Challenge: Aging Clients, No Kids, Assisted Living Required
Cicily Maton quoted in story talking about strategies planners employ to help advise clients who do not children about how more