Advisor's Corner Archives – The Planning Center

by Matt Knoll, CFP® Reading online finance articles, blogs, and tweets, there always seems to be a hot new trend. more

By Marty Kurtz, CFP® So often, in a financial planning meeting, I will ask a client, “Do you have an more

By Cicily Maton, CFP® There are roughly 75 million baby boomers living in the United States. According to the U. more

by Michelle Maton, CFP® Have you ever been blindsided by a life event or by your feelings about it? When more

By Cicily Maton, CFP® Back in January, I committed to writing an article about longevity. I was going to explain more

by Dr. William “Marty” Martin Seasons come and go. In most places, the weather changes throughout the year. Engaging with more

by Dr. William “Marty” Martin “Oh, how I wish I had more time.” “You can’t go around wasting your time.” more

by Andrew Sivertsen, CFP® For many of us, the topic of longevity isn’t something about which we spend a lot more

The Planning Center’s Founder, CEO and Partner Marty Kurtz, CFP®, featured in the Quad City Times discussing year-end planning for charitable more

By Matthew Sivertsen, CFP® Being stewards of the growth of our “net worth” combines many elements. One of the main more