

Cybersecurity and You
This is the first in a series of articles on the systems and processes The Planning Center (TPC) uses to protect the security of our client
This is the first in a series of articles on the systems and processes The Planning Center (TPC) uses to protect the security of our client
I was sitting at my desk reading an article in the New York Times entitled “The Incalculable Value of Finding a Job You Love.” It discusses
The new year brings a sense of urgency to make changes in our lives and become better than we were before. This article has been reprinted
Life seems to be coming at us faster and faster. At times, the demands on decision making are overwhelming. One way financial planners stop the merry-go-round
By Eric Kies Every year, my wife Laura and I try to run a half marathon in the spring and fall. In fact, running is how
By Nancy Blunck I have two Medicare cards. This is the story of how the two cards came into being and how one was used in
By Andrew Sivertsen On August 30, 2016, my wife, Amy, and I welcomed our new baby daughter Virginia “Ginny” Jeanne Sivertsen into the world. Both the
By Mike Branham If there is one common theme during which our clients, or prospective clients, often rely on our skills as financial planners, it’s in
By Cicily Maton, Retired Sr. Financial Planner Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT® Sr. Financial Planner carry
By Michael Branham – For a small business owner, wearing the CFO “hat” may not be that exciting, but it’s often a necessity. While your core
By Matthew Sivertsen – A recent article in the Washington Post by financial columnist, blogger and equities analyst Barry Ritholtz advised investment clients to “say ‘yes’
By J.J Sessions – Much has been said and written of late about an article by Neal Gabler that appears in The Atlantic Magazine entitled The
Stay informed with the latest financial insights from our experts.
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NEW ORLEANS
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Suite B
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TWIN CITIES
800 N Washington Ave.
Suite 701
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
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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