Financial Planning Tips & Resources

I’m sure you remember permission slips. They were the magical pieces of paper that gave you the ability to experience more

Eric Kies, CFP® explains essential things to do before year-end for retirement accounts. While it may feel like 2015 just more

When the kids leave home, some parents splurge on travel and other spending – See quotes from Eric Kies, CFP®. more

With the return of downward volatility see the timely last slide on should investors sell after a “correction”? This report more

I was on a flight to Chicago recently that was projected to be smooth skies from beginning to end. About more

Everybody on my email list got this earlier today, if you would like to sign up for emails from us more

While equities finished the second quarter with negligible gains, REIT & Bond Indices were down. Featured discussion is on the more

This report features world capital market performance and a timeline of events for the past quarter. It begins with a more

Take a look back at The Planning Center’s top media hits from 2014. October 2014: 10 Best: Ways to save money USAToday.com – more

For years, we’ve been talking to clients as an industry about the need to save. Put money into your 401k, more