AdvisoryHQ has recognized The Planning Center in its 2019 ranking of the “11 Best Financial Advisors & Wealth Management Firms in Chicago, IL” Read the whole
Marty Kurtz, CFP®, Founder and Partner with The Planning Center, discusses with QC Times on how parents of children with disabilities can save for future expenses
Matt Sivertsen, CFP®, CeFT®, Partner and Senior Financial Planner with The Planning Center in the Quad Cities discusses tactics people can use to save more money.
Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how to adopt healthy habit to boost morale and avoid burnout. In this article,
by Michelle Maton, CFP® Have you ever been blindsided by a life event or by your feelings about it? When a spouse or parent or child
A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops
By Cicily Maton, Retired Sr. Financial Planner Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT® Sr. Financial Planner carry
With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses.
by Dr. William “Marty” Martin Seasons come and go. In most places, the weather changes throughout the year. Engaging with nature reminds us of the rhythms
Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the
by Dr. William “Marty” Martin “Oh, how I wish I had more time.” “You can’t go around wasting your time.” “I was so engaged that I
by Andrew Sivertsen, CFP® For many of us, the topic of longevity isn’t something about which we spend a lot of time thinking. We all hope
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
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
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