The Planning Center mentioned in this article in Kiplinger’s Retirement Report discussing how thrifty retirees are learning to cut corners while still living comfortably. Autumn Campbell’s, CFP®,
The Planning Center’s Founder, CEO and Partner Marty Kurtz, CFP®, featured in the Quad City Times discussing year-end planning for charitable giving with Sarah Ritter. Read the
By Matthew Sivertsen, CFP® Being stewards of the growth of our “net worth” combines many elements. One of the main challenges can be our tendency to
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns
by Dr. William “Marty” Martin For many, celebrating the New Year means making resolutions. As January fades away, so, too, do our actions regarding our commitments
by Michelle Maton, CFP® Spending this holiday season is estimated to run up to $1 trillion (yes, that is trillion with 12 zeros). We will spend
by Matt Sivertsen, CFP® Reflecting back on the year 2004, I was one year into working at The Planning Center. I had just started working on
by Dr. William “Marty” Martin Reflect on the days when you had more than enough money to pay your bills. Now picture yourself just squeezing by
The Planning Center’s Partner and Senior Financial Planner Andrew Sivertsen CFP(r) and CeFT (r) featured in the Quad City Times discussing year-end planning for charitable giving
The Planning Center’s Partner and Senior Financial Planner John Longstaff CFP(r) featured in Kiplinger’s Personal Finance discussing estate planning mistakes that celebrities make. Read the whole
The Planning Center’s Senior Financial Planner Jude Boudreaux, CFP(r) discusses with Darla Mercado of CNBC the effects of General Electric slashing its quarterly dividend to $0.01
by Michelle Maton, CFP® & Rob Baner, CPA It is the biggest tax overall in nearly a generation. The Tax Cuts and Jobs Act of 2017
Stay informed with the latest financial insights from our experts.
ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
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
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
The Planning Center © 2022