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New Year, New Beginning, Same Old You
by Dr. William “Marty” Martin For many, celebrating the New Year means making resolutions. As January fades away, so, too, more
Are You Ready for Life’s Surprises–Big and Small?
by Dr. William “Marty” Martin Life’s surprises catch us at the best of times and the worst of times. Reflect more
Season’s Greetings from Our TPC Family to Yours!
Wishing you and your family joy, love, and peace this holiday season.
Year-End Tax Tips
by Michelle Maton, CFP® & Rob Baner, CPA Now that we’re settling into the revisions of the Tax Cuts and more
Coping with Financial Stress
by Dr. William “Marty” Martin The scientific research is clear that chronic stress has a cumulative and deleterious effect on more
Responsibly Using a Reverse Mortgage in a Retirement Plan
By Matthew Sivertsen, CFP® Reverse mortgages have long been thought of as merely a last resort for someone’s retirement plan, more
5 Proposals to Fix Social Security
by Andrew Sivertsen, CFP® I hear a number of questions and concerns around the Social Security Program from my clients. more
What the heck is an “RSU” and what do I do with mine? (and how is it different from a bonus?)
By Amber Miller, CFP®September 2019 Is there anything better than getting a bonus? Think about it: you’ve worked hard all more
Choosing Between a Lump Sum and Future Payments
By Matthew Sivertsen, CFP® and Cicily Maton, CFP® As financial planners, we are consistently faced with helping people understand more
Making the Most of Your Labor Day
by H. Jude Boudreaux, CFP® With Labor Day on everyone’s mind, it’s worth noting the meaning and history of this more