Adventures with My Clients
January 22, 2018
by Michelle Maton As a financial advisor, I rarely get to spend quality time outside of the office with the many clients I have grown close
Menu
by Michelle Maton As a financial advisor, I rarely get to spend quality time outside of the office with the many clients I have grown close
Expert advice for five finance scenarios by Katherine M. Johnson, BestofNewOrleans.com “A budget is really about saying ’no,’” says Jude Boudreaux, partner and senior financial planner
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns
by Eric Kies “I’m not worried about us, what I’m worried about is our kids, and our grandkids. They’re not going to have the same type
Ways to Support Great Causes by Shira Boss, AARP ’Tis the season of gifts — and not only those wrapped with a bow or sealed in
Remember the play, “If it is Tuesday, it must be Belgium?” The speculation over the likely provisions in the tax reform legislation feels that way. Last
By Jude Boudreaux So much of the work we do as planners is around clients and their cash flow. There are large spending choices we make
Forget the mistakes of the past, said Marty Kurtz, the founder of The Planning Center. “Have an open conversation with yourself and those around you….” Founder,
By The Planning Center, Financial Planner Schedule a Free Consultation Please be honest: Have you ever over spent on gifts for one of these special occasions: Christmas,
What’s the best use of Reddit’s retirement subchannel? It’s a good place to start your journey. But there are some cautions along the way. Senior planning
Yes and no. Let’s begin with when you are not in control of your financial decisions and end with three tips to improve your financial decision
Stay informed with the latest financial insights from our experts.
ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
NEW ORLEANS
2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130
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
The Planning Center © 2023