H. Jude Boudreaux, CFP® Sr. Financial Planner, explains the difference between building and contents and their exclusions and limitations when it comes to flood insurance in this AARP article.
Investors have likely noticed the improved opportunity set in fixed income due to higher yields. And yet some investors may be hesitant to take advantage of
This has been a challenging year for investors. On top of the equity bear market, the steep losses in bonds1 have been especially surprising, leading some
Andy Baxley, CRP®, CIMA®, Sr Financial Planner This particular retreat was special because it was the first time since 2019’s gathering in Stillwater, MN that we
Eric Kies, CFP®, CEO/CCO/Sr. FP After a stellar career, our friend and colleague, Cicily Maton, CFR®, CeFT®, Senior Financial Planner, will be retiring in January, 2023. For
by Andrew Sivertsen, CFP®, EA, CeFT® and Andy Baxley, CFP®, CIMA® The Planning Center’s Investment Committee meets regularly to review our investment approach and assess any potential
When employees think about what it means to have enough money to retire, more than likely they are unsure how to translate their lifetime savings into
Around the world, individuals are being asked to take on greater responsibility for their own retirement. In the US, for example, a combination of limited Social
Matt Knoll, CFP®, Sr. Financial Planner, Illinois It’s easier now than it’s ever been for people to play the stock market. Simply download an app and
H. Jude Boudreaux, CFP® Sr. Financial Planner, discusses strategies to help recently retired people adjust to their new stage of life, in this by CNBC article. Read the Entire
By Michael Branham, CFP® Sr. Financial Planner, Alaska In 2020, the Federal Reserve released a poll in which people were surveyed about whether they were on track
It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives
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ALASKA
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ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
NEW ORLEANS
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QUAD CITIES
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Moline, Illinois 61265
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800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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