by Michael Branham, CFP® While not the only (or even most important) aspect of a financial planner’s value proposition, portfolio more

By Matt Knoll, CFP ®, Sr. Financial Planner When looking under the hood of your investment portfolio, you will notice more

Dianne Savastano, Founder and Principal of Healthassist, recently presented ‘From Deductibles to Donut Holes: A Guide to Navigating Medicare in more

by Andrew Sivertsen, CFP® CeFT® At The Planning Center (TPC) our investment strategy primarily uses mutual funds and ETFs to more

By Caleb Arringdale Several years ago, the IRS instituted a program to help identity theft victims secure their tax returns. more

By Cicily Maton, CFP® CeFT®, Sr. Financial Planner Let’s start by defining asset allocation: it is the implementation of a more

Ben Neiburger, JD, CPA, recently presented ‘Planning for Peace of Mind,’ as part of the Expedition to Retirement webinar series. more

By Andy Baxley, CFP ®, CIMA ® As financial planners, we spend a lot of time talking with our clients more

By Matt Mercer, Operations Manager If you’re a client of The Planning Center, and we manage any of your financial more

By Andy Baxley, CFP ®, CIMA ® I’ll never forget the day I passed the exam to become a Certified more