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Setting Successful Financial Goals for 2019
Michelle Maton, CFP®, CeFT®. Partner & Senior Financial Planner in the Chicago office of The Planning Center is featured on more
Cash Course: New Year, New Budget
Matt Sivertsen, CFP®, CeFT®, Partner and Senior Financial Planner in the Quad Cities office of The Planning Center, discusses how more
The Cheapskate’s Guide to Retirement
The Planning Center mentioned in this article in Kiplinger’s Retirement Report discussing how thrifty retirees are learning to cut corners more
Cash Course: Understanding Your Tax Return
The Planning Center’s Founder, CEO and Partner Marty Kurtz, CFP®, featured in the Quad City Times discussing year-end planning for charitable more
Measuring Progress — The Long View versus The Reflective View
By Matthew Sivertsen, CFP® Being stewards of the growth of our “net worth” combines many elements. One of the main more
Quarterly Market Review – Q4 2018
This report features world capital market performance and a timeline of events for the past quarter. It begins with a more
New Year, New Beginning, Same Old You
by Dr. William “Marty” Martin For many, celebrating the New Year means making resolutions. As January fades away, so, too, more
Holiday Spending 2018
by Michelle Maton, CFP® Spending this holiday season is estimated to run up to $1 trillion (yes, that is trillion more
Longevity and Fixed Pensions
by Matt Sivertsen, CFP® Reflecting back on the year 2004, I was one year into working at The Planning Center. more
Cash Flow: Is Cash Really King?
by Dr. William “Marty” Martin Reflect on the days when you had more than enough money to pay your bills. more