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

Matt Knoll, CFP® and Amber Miller, CFP®, CSRIC® recently presented Your Money, Your Mind, and Your Investment Methods, as part more

By Caleb Arringdale When most people think of investments, the first thing that comes to mind is usually stocks. Stocks more

Shay Hata and Chad Lubben recently presented The Retiree’s Guide to Real Estate, as part of the Expedition to Retirement more

by Andrew Sivertsen, CFP® CeFT® Exchange Traded Funds (ETFs) were developed in the late 90s but have grown in popularity more

By Matthew Sivertsen, CFP®, CeFT® For people who have excess capacity in their own personal financial plan, often the discussion more

TPC’s Michael Branham recently presented Solving the Retirement Income Puzzle, as part of the Expedition to Retirement webinar series. To more

By Cicily Maton, CFP® CeFT®, Sr. Financial Planner About twenty-five years ago Michelle, TPC Partner and my daughter, were on more

By Matt Knoll, CFP ®, Sr. Financial Planner Kids build their foundational skills and habits for life as they grow more

TPC’s Dr Wm. “Marty” Martin recently presented The Psychology of Retirement, as part of the Expedition to Retirement webinar series. more