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Why My View of Money Is Different Than Yours
By Matt Sivertsen, CFP® There is only one guarantee about money. Nobody thinks about it the same way that you more
The Impact of Inflation
When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they more
Does It Matter?
By Eric Kies, CFP® Will it matter five minutes after you’re gone? I was at a workshop at church a more
My Price is Right What Millennials Want from Financial Services
Autumn Campbell, Financial Planner in our Tulsa office was quoted in Investor’s Business Daily about My Price is Right What Millennials more
If You’re Stressing About Money Go Back to Your Childhood
Sr. Planner and Fouding Partner, Marty Kurtz was quoted in marketwatch.com about If You’re Stressing About Money Go Back to more
How Women Can Avoid Money Mistakes
By Amber Miller, CFP® Imagine Suzie: she’s a young professional with a promising career she loves. Suzie has a significant more
7 Steps to Combat Identity Theft
By Andrew Sivertsen, CFP® It has been six months since we all learned about the Equifax data breach where the more
How Your Money Story Can Help You Break Free
Sr. Financial Planners and Partners JJ Sessions and Marty Kurtz, were quoted in newscentermaine.com and nerdwallet.com about How Your Money more
Your Parents’ Financial Advice is Probably Wrong (For You)
Sr. Planning Analyst, Autumn Campbell, was quoted in nerdwallet.com about how Your Parents’ Financial Advice is Probably Wrong (For You). more
How Your Money Story Can Help You Break Free
Sr. Planner and Fouding Partner, Marty Kurtz was quoted in wusa9.com about How Your Money Story Can Help You Break more