

Five Common Money Mistakes and How to Prevent Them
Thinking clearly about money is challenging. Acting in alignment with your goals about money is also challenging. Most of us want to be good stewards of
Thinking clearly about money is challenging. Acting in alignment with your goals about money is also challenging. Most of us want to be good stewards of
Checking the weather? Looking at a map of the world to plan your next vacation? Guess what—you’re using a model. While models can be useful for
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
By The Planning Center, Financial Planner Schedule a Free Consultation Designing, coaching & contagious behaviors For most of my life I struggled to find my own
The Quad Cities Times interviewed Marty Kurtz, CEO and Eric Kies, President on the growth of The Planning Center and what it means for the next generation. The
This is the first in a series of articles on the systems and processes The Planning Center (TPC) uses to protect the security of our client
In liquid and competitive markets, current interest rates represent the expected probability of all foreseeable actions by the Fed and other market forces. On December 14,
I was sitting at my desk reading an article in the New York Times entitled “The Incalculable Value of Finding a Job You Love.” It discusses
This is a guest blog post from Putting Money in the Context of Life™, a publication by Money Quotient®, designed for financial professionals who want to communicate a
This is a guest blog post originally printed at www.suddenmoney.com and reprinted with permission granted by the Financial Transitionist Institute. After a handful years of studying
The new year brings a sense of urgency to make changes in our lives and become better than we were before. This article has been reprinted
There has been much discussion in the news recently about new nominal highs in stock indices like the Dow Jones Industrial Average and the S&P 500.
Stay informed with the latest financial insights from our experts.
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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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