Holiday Spending 2018
December 21, 2018
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
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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
by Dr. William “Marty” Martin Life is lived in the present. Though memories take us back to the past, so do lessons learned from good and
By Cicily Maton, CFP® One day any one of us could face the sobering reality of having to choose how much—or how little—medical treatment to undergo.
by Andrew Sivertsen, CFP® Summer is over. We can either lament its loss or look forward into the future with excitement for what new opportunities lie
The Planning Center’s Financial Planner Autumn Campbell CFP®, discusses what potential homebuyers should consider before buying their first home. Read the entire article here: https://www.forbes.com/sites/kateashford/2018/10/31/firsthome/ Jude Boudreaux,
by JJ Sessions, CFP® At church yesterday, I noticed a large basket overflowing with fresh vegetables behind a sign inviting everyone to take whatever they wanted. I
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