Smart Money Moves to Make When Buying a New Car
May 24, 2022
By Matt Knoll, CFP ®, Sr. Financial Planner If you’re considering buying a new car there’s a lot to think about. Buy or lease? Make and
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By Matt Knoll, CFP ®, Sr. Financial Planner If you’re considering buying a new car there’s a lot to think about. Buy or lease? Make and
You may have noticed changes in the bonds you hold in your taxable accounts (not retirement accounts like IRA’s). Don’t be alarmed if you see new
More Americans than ever are considering the possibility of moving to another country after they retire. Some people look for a location where they can live
As a new parent, I’ve got college on my mind. While it’s true that it’s going to be 18 years before my wife and I make
Nancy’s Retirement: After 48 years of practicing, the last 11 with The Planning Center, we wish to congratulate Nancy Gruenhagen on her upcoming retirement. She is looking forward
By Matt Knoll, CFP® & Caleb Arringdale, EA What is Cost Basis? Cost basis is the original value of a share of stock. Because stock prices go up and
By Amber Miller, CFP®, CSRIC™, Sr. Financial Planner Last summer, my husband and I had our first child. While I’ve loved the experience, the rumors are
By Michelle Maton, CFP®, CeFT®, Sr. Financial Planner In 2021, a record-breaking 47.4 million Americans voluntarily quit their jobs. According to the Labor Department that amounts
By Andy Baxley, CFP, CIMA, Sr. Financial Planner You’ve probably heard that money-related issues are one of the leading causes of marital strain in the United
By Matthew Sivertsen, CFP®, CeFT® Divorce can be messy, creating questions on how to move life forward. The team at The Planning Center have worked with
By Andy Baxley, CFP, CIMA, Sr. Financial Planner The earliest stock exchange dates to 17th century Amsterdam and the various East India Trading companies, but it took
Caleb Arringdale, TPC Tax Advisor, recently presented “Simplifying Tax Planning for Retirees” as part of the Expedition to Retirement webinar series. To watch this informative webinar,
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ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
NEW ORLEANS
2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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