
Beyond FIRE: An ode to creative retirement timelines
By Andy Baxley, CFP ®, CIMA ® Once upon a time, as a younger man, I was enamored with the more
By Andy Baxley, CFP ®, CIMA ® Once upon a time, as a younger man, I was enamored with the more
By Amber Miller, CFP®, CSRIC™ What is a bonus? – a bonus is an additional paycheck that is a (often more
By Eric Kies CFP®, President, CCO, Sr Financial Planner The geese are flying north, the snow is melting, the days more
by Jude Boudreaux, CFP®, Sr. Financial Planner Helping close or extended family with money is common for many parents or more
By Cicily Maton, CFP® CeFT® Most of us do not even think of “life events” as transitions. Unless, of course, more
By Matt Mercer, Operations Manager With a continued focus of sharing more about our technology and processes in 2021, we’d more
By Andy Baxley, CFP®, CIMA® As you probably know, The Planning Center family has grown significantly in recent years. We more
By Matthew Sivertsen, CFP®, CeFT® 2020 was quite a year for us all at The Planning Center. We have grown more
By Matt Mercer, Operations Manager When The Planning Center made the decision to stop in person client meetings and start more
By Matt Mercer, Operations Manager Our clients often ask us, “Why is there so much paperwork?”. Whether you have worked more