TPC Team News
March 21, 2022
Nancy’s Retirement: After 48 years of practicing, the last 11 with The Planning Center, we wish to congratulate Nancy Gruenhagen on her upcoming retirement. She is looking forward
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Nancy’s Retirement: After 48 years of practicing, the last 11 with The Planning Center, we wish to congratulate Nancy Gruenhagen on her upcoming retirement. She is looking forward
By Matt Knoll, CFP® & Caleb Arringdale, EA What is Cost Basis? Cost basis is the original value of a share of stock. Because stock prices go up and
By The Planning Center, Financial Planners Schedule a Free Consultation Last summer, my husband and I had our first child. While I’ve loved the experience, the
By Michelle Maton, CFP®, CeFT®, Sr. Financial Planner In 2021, a record-breaking 47.4 million Americans voluntarily quit their jobs. According to the Labor Department that amounts
By Andy Baxley, CFP, CIMA, Sr. Financial Planner You’ve probably heard that money-related issues are one of the leading causes of marital strain in the United
By Matthew Sivertsen, CFP®, CeFT® Divorce can be messy, creating questions on how to move life forward. The team at The Planning Center have worked with
By Andy Baxley, CFP, CIMA, Sr. Financial Planner The earliest stock exchange dates to 17th century Amsterdam and the various East India Trading companies, but it took
Caleb Arringdale, TPC Tax Advisor, recently presented “Simplifying Tax Planning for Retirees” as part of the Expedition to Retirement webinar series. To watch this informative webinar,
by Michael Branham, CFP® While not the only (or even most important) aspect of a financial planner’s value proposition, portfolio management services may be the most
By Matt Knoll, CFP ®, Sr. Financial Planner When looking under the hood of your investment portfolio, you will notice three practices working together to add
Dianne Savastano, Founder and Principal of Healthassist, recently presented ‘From Deductibles to Donut Holes: A Guide to Navigating Medicare in Retirement’ as part of the Expedition
by Andrew Sivertsen, CFP® CeFT® At The Planning Center (TPC) our investment strategy primarily uses mutual funds and ETFs to build a portfolio for our clients.
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