Andrew Sivertsen, CFP®, EA, CeFT®, Sr Financial Planner “On a long enough timeline, the survival rate for everyone drops to zero.” Intellectually, we understand the truth
Andy Baxley, CFP®, CIMA®, Sr Financial Planner Talking openly and honestly about our financial affairs can be difficult. Having the conversation with our children can be
TPC is honored to be listed among the top 11 financial advisors in Chicago, Illinois, according to Advisory HQ’s 2022-2023 list. TPC was rated as one
Jude Boudreaux, CFP®, Sr Financial Planner, recently served as a mentor for the FPA Residency Program in Colorado. This event is for new or soon-to-be certified
H. Jude Boudreaux, CFP® Sr. Financial Planner, explains the difference between building and contents and their exclusions and limitations when it comes to flood insurance in this AARP article.
Investors have likely noticed the improved opportunity set in fixed income due to higher yields. And yet some investors may be hesitant to take advantage of
This has been a challenging year for investors. On top of the equity bear market, the steep losses in bonds1 have been especially surprising, leading some
Andy Baxley, CRP®, CIMA®, Sr Financial Planner This particular retreat was special because it was the first time since 2019’s gathering in Stillwater, MN that we
Eric Kies, CFP®, CEO/CCO/Sr. FP After a stellar career, our friend and colleague, Cicily Maton, CFR®, CeFT®, Senior Financial Planner, will be retiring in January, 2023. For
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
Stay informed with the latest financial insights from our experts.
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