by Andrew Sivertsen, CFP®, EA, CeFT® and Andy Baxley, CFP®, CIMA® The Planning Center’s Investment Committee meets regularly to review our investment approach and assess any potential
When employees think about what it means to have enough money to retire, more than likely they are unsure how to translate their lifetime savings into
Around the world, individuals are being asked to take on greater responsibility for their own retirement. In the US, for example, a combination of limited Social
Matt Knoll, CFP®, Sr. Financial Planner, Illinois It’s easier now than it’s ever been for people to play the stock market. Simply download an app and
H. Jude Boudreaux, CFP® Sr. Financial Planner, discusses strategies to help recently retired people adjust to their new stage of life, in this by CNBC article. Read the Entire
By Michael Branham, CFP® Sr. Financial Planner, Alaska In 2020, the Federal Reserve released a poll in which people were surveyed about whether they were on track
It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives
It can be challenging to start a conversation about investing. That’s why I encourage having a conversation before the investing conversation—what I like to think of
Did you know that kids develop most of their money habits by age seven? Teaching our kids about money when they are young lays the foundation
Andrew Sivertsen, CFP®, EA, CeFT®, Sr Financial Planner Concerns about money haven’t always been so severe. During the Middle Ages most people lived in a feudal
By Caleb Arringdale,Tax Advisor While sharing the wealth during your lifetime can be a great thing for you and your children, sometimes it’s best not to
Investors awaiting ETFs with as few stocks as possible are in luck: Single-stock ETFs have arrived on the scene, providing leveraged or inverse exposure to individual
Stay informed with the latest financial insights from our experts.
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