Your Insights

Want to Sleep Better at Night? Maybe You Need a Financial Plan

A 2022 study by insurer Northwestern Mutual reveals some interesting interrelationships between attitudes and habits toward finance and general wellness. Conducted by the Harris polling organization, the survey asked 2,500 respondents age 18 or older a series of questions regarding their feelings about finances and also about key indicators of emotional wellness. What researchers found was that those who viewed themselves as financially disciplined or who worked with a professional financial planner reported significantly better levels of happiness and confidence. They also indicated enjoying better sleep.

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Why You Should Work with a Fee-Only Fiduciary

Should I be concerned if my financial advisor is commission-based? What is a fee-based
fiduciary and what difference does it make to work with one? The way a financial advisor is
set up to receive compensation can make a big difference for the client. Find out how.

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Matt Mercer Promoted to COO

Congratulations to TPC’s Matt Mercer, who was recently promoted to Chief Operating Officer (COO). Matt’s the person on our team who makes sure all of our

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