By Matt Mercer, Operations Manager When The Planning Center made the decision to stop in person client meetings and start working remotely in March, I believe
By Matt Mercer, Operations Manager Our clients often ask us, “Why is there so much paperwork?”. Whether you have worked with us at The Planning Center
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. I started in the financial services industry thirty-six years ago. The financial world was quite
by Andrew Sivertsen, CFP® CeFT® To spend or not to spend, that is the question? “Dad! Dad! Dad! Can I buy this?” Like many parents, this
By Andy Baxley, CFP®, CIMA® When we break effective long-term financial planning down to its essential components, what we find are a series of key decisions
By Matthew Sivertsen, CFP®, CeFT® Uncertainty is an uncomfortable word, especially if it is being used to describe our employment! Turbulent seems to be a good
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. Twenty-three years is a long time. So much can change in twenty-three years. As a
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 Andrew Sivertsen, CFP® CeFT® Six months ago, I wrote an article about how to manage volatility risk (the swings up and down in the markets)
by Jude Boudreaux, CFP®, Sr. Financial Planner Why buy bonds? Recently, our clients have been asking the excellent question of why we’re still investing in bonds
by Michael Branham, CFP® What a wild 2020 we’re having! The impeachment hearings in early 2020 are but a distant memory, with coronavirus and social justice
by Michelle Maton, CFP®, EA, CeFT™ As a part of the Coronavirus Air, Relief and Economic Security Act (CARES Act) RMD’s were waived for 2020.
Stay informed with the latest financial insights from our experts.
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