Congratulations to The Planning Center’s Autumn Campbell, who services clients out of the Tulsa and New Orleans offices was recently awarded the prestigious CFP(r) Designation. Read
Marty Kurtz talks to QC Times answering difficult to ask financial planning questions. Click here to read the whole article >> The Planning Center is
Jude Boudreaux of The Planning Center discusses how finding the right fee to charge for financial planning services is getting trickier. Read the whole article here: https://www.thestreet.com/personal-finance/financial-planners-rethink-their-fees-as-tech-makes-inroads-14704528
Marty Kurtz, Sr. Financial Planner & Partner in our Quad Cities office was quoted in AARP.org discussing your options if you have a stepfamily in Don’t
Cicily Maton quoted in story talking about strategies planners employ to help advise clients who do not children about how to find the right assisted living
Andrew Sivertsen discusses with Sarah Ritter how young people can start to build better credit. Read whole article here>>>
The Planning Center’s Jude Boudreaux outlines a more realistic approach to saving for retirement by the decades. Read the entire article here: https://www.theadvocate.com/gambit/new_orleans/cue_magazine/article_365a87a8-a7bc-11e8-b7ca-e7d79652443e.html
Cicily Maton is featured in this syndicated NerdWallet/ USA TODAY story on what people should know about their spouses investments. Read whole article here: https://www.independentmail.com/story/money/personalfinance/2018/09/03/does-spouse-do-financial-planning-partners-finances-and-life/1088352002/
Business reporter Sarah Ritter discusses with The Planning Center’s Amber Miller why women need to talk about money in this feature story. Read whole article here: https://qctimes.com/business/cash-course-why-women-need-to-talk-about-money/article_225f228d-6ee9-5bb0-a6b3-876ee9ddafee.html
Matt Knoll quoted in a Quad City Times article on advising people on how to manage their student debt. Read whole article here: https://qctimes.com/business/cash-course-i-learn-how-to-manage-student-loan-debt/article_67e4ed4b-306c-5e1b-85bd-
It has been more than 50 years since the idea of stock prices containing all relevant information was put forth. Information might come in the form
Marty Kurtz, Sr. Financial Planner & Partner in our Quad Cities office was quoted in AARP.org discussing your options if you have a stepfamily in Don’t
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TWIN CITIES
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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
2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
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