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Cash Course: Planning for Charitable Giving
The Planning Center’s Partner and Senior Financial Planner Andrew Sivertsen CFP(r) and CeFT (r) featured in the Quad City Times more
Estate Planning Mistakes Celebrities Make
The Planning Center’s Partner and Senior Financial Planner John Longstaff CFP(r) featured in Kiplinger’s Personal Finance discussing estate planning mistakes more
GE’s move to slash dividends could put a dent in this retirement income strategy
The Planning Center’s Senior Financial Planner Jude Boudreaux, CFP(r) discusses with Darla Mercado of CNBC the effects of General Electric more
Five Things to Consider Before Buying Your First Home
The Planning Center’s Financial Planner Autumn Campbell CFP®, discusses what potential homebuyers should consider before buying their first home. Read more
Cash Course: Free credit freezes now in effect can help protect against identity theft
Planning Center Partner/Sr. Financial Planner Andrew Sivertsen, CFP®, CeFT® discusses how free credit freezes can protect people against identity theft. more
13 Tried and Tested Management Tips
There’s more to being manager than a bigger salary. And it’s important that businesses take the time to train their more
Let’s get real: Saving for retirement is tough. Here’s a realistic approach
Senior Financial Planner Jude Boudreaux, CFP(r) discusses realistic ways to approach retirement with Sarah Ravits of The Gambit. Read whole more
Autumn Campbell Awarded CFP(r) Designation
Congratulations to The Planning Center’s Autumn Campbell, who services clients out of the Tulsa and New Orleans offices was recently more
Cash Course: Money Questions Many are Afraid to Ask
Marty Kurtz talks to QC Times answering difficult to ask financial planning questions. Click here to read the whole article more
Financial Planners Rethink Their Fees as Tech Makes Inroads
Jude Boudreaux of The Planning Center discusses how finding the right fee to charge for financial planning services is getting more