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