When adult children agree to serve as the executor of their parents’ estate, they often underestimate the amount of work involved. The executor’s job is to
By Matt Sivertsen, CFP®, CeFT®, Sr Financial Planner As our name suggests, at The Planning Center we like to focus on planning for the future. As
By Caleb Arringdale,Tax Advisor For some small business owners, tax season is the time of year when they can’t use their dining room table because it’s
By Caleb Arringdale,Tax Advisor Probably the biggest reason people get stressed about doing their taxes is because they haven’t kept good records during the year. Nobody
By Aristotle Makris, CPA, CFP® Congress first passed the Secure Act in 2019 in an effort to improve retirement-savings opportunities for Americans. At the end of 2022, Congress updated
In light of the recent news around Silicon Valley Bank and in anticipation of related client questions, we’ve put together the following FAQ resource. Please do
In this CNBC article, Jude Boudreaux shares knowledge and suggestions on FDIC insurance. Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and New Orleans offices of
By Michelle Maton, Senior Financial Planner, CFP®, EA, CeFT® It’s always difficult to lose a loved one. When that loss is accompanied by a large inheritance,
By Aristotle Makris, CPA, CFP® In late 2022 as part of a major budget bill, Congress passed the Secure Act 2.0, which includes dozens of new
By Caleb Arringdale,Tax Advisor Some believe that the financial planning industry is unnecessary and choose to follow a few common-sense aphorisms like “Spend less than you
Andy Baxley, CFP®, CIMA®, Sr Financial Planner Here at The Planning Center, we focus a lot of our energy on transitions planning. In the financial planning
Andrew Sivertsen, CFP®, EA, CeFT®, Sr Financial Planner “On a long enough timeline, the survival rate for everyone drops to zero.” Intellectually, we understand the truth
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