In any marriage, good communication practices are the key to success in almost everything. But for blended families that are consolidating finances or managing wealth, good communication is vital. Senior Financial Planner Matthew Sivertsen provides important guidance.
Mike Branham, CFP®, Senior Financial Planner at The Planning Center, was recently featured on the Aligned Money Show, where he discussed financial preparedness, resilience, and practical steps individuals and families can take when facing job loss or financial overwhelm. The conversation focused on empowering listeners through education, clear action steps, and better use of employer benefits to build long-term financial stability.
Andrew Sivertsen, CFP®, EA, CeFT®, Senior Financial Planner at The Planning Center, was recently featured on the New Planner Recruiting podcast. In the episode, he shares his non-traditional journey into financial planning, lessons learned from starting at the ground level, and advice for career changers pursuing the CFP® designation. His story highlights the role of curiosity, persistence, and opportunity in building a meaningful career in wealth management.
The Planning Center has been recognized as one of Financial Planning’s Best RIAs to Work For in 2025, marking its second consecutive year on the list. The award highlights firms across the wealth management industry that demonstrate strong workplace culture, employee engagement, and shared purpose. This recognition reflects The Planning Center’s continued commitment to supporting its team while serving clients with care and integrity.
The Planning Center has launched Living Beyond the Numbers, a new podcast hosted by Jude Boudreaux, CFP®. Each episode explores what it means to live a wealthy life—measured not just in dollars, but in purpose, experiences, and meaningful connections. Tune in for conversations on aligning money with values, overcoming financial challenges, and building a more fulfilling future.
Even if you live overseas, U.S. tax obligations may still apply. In a recent CNBC feature, Jude Boudreaux, CFP®, explains why expats should seek accountants with cross-border tax expertise to avoid double taxation and costly mistakes.
The Planning Center’s Jude Boudreaux and Julia Davis were featured in Gambit, highlighting the importance of honest financial conversations before marriage and offering practical tips to make them more approachable.
Michelle Maton, Senior Financial Planner at The Planning Center, has been named to InvestmentNews’ $100M Club: Top Female Advisors of 2025, recognizing women leaders with at least $100M in assets under management who are reshaping the future of the wealth management industry.
Michelle Maton, CFP®, EA, CeFT®, Senior Financial Planner at The Planning Center, was featured in the Chicago Tribune discussing the pros and cons of “test driving” retirement. Learn how this approach can help you assess readiness while understanding its limitations.
The Planning Center is proud to be recognized in Financial Advisor magazine’s 2025 RIA Survey and Ranking. This honor reflects the dedication of our team and the trust our clients place in us as they navigate life’s financial transitions.
Matt Knoll, CFP®, named to AdvisorHub’s 2025 Advisors to Watch list, recognized among top advisors for experience and leadership in financial planning.
Jude Boudreaux, CFP®, shares key financial considerations for Americans planning to move abroad in a recent VettaFi ETF Trends feature.
Stay informed with the latest financial insights from our experts.
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