(888) 333 6986
Client Login
COVID-19 News
Financial Planning for Charitable Giving
For many individuals and families, giving is an important expression of personal values. In this clip, TPC financial planner Jude more
Andrew Sivertsen, CFP®, CeFT®. Partner/Sr. Financial Planner, featured in Quad City Times discussing, ” Are Credit Cards Ever Worth the Risk.”
Andrew Sivertsen discusses how credit cards can be a powerful tool, yielding several benefits. Read the whole article here, https://qctimes.com/business/cash-course-are-credit-cards-ever-worth-the-risk/article_b2e41014-378d-5862-a80e-789697cbc29e.html
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
How to Make Your Child’s Expensive Activity Fit Your Family Budget
Sr. Planner and Partner, Jude Boudreaux was quoted in magnifymoney.com about How to Make Your Child’s Expensive Activity Fit Your more
‘Practice’ Makes Retirement More Perfect
The Planning Center in the news with AARP: https://www.aarp.org/retirement/planning-for-retirement/info-2017/practice-retirement-fd.html
Financial Fitness: Get Your Spending in Shape
Expert advice for five finance scenarios by Katherine M. Johnson, BestofNewOrleans.com “A budget is really about saying ‘no,’” says Jude more
Is Budget a Dirty Word?
What if there was a way to eliminate the pain of monthly tracking and keep the peace of mind that more
Surviving a Financial Rough Patch
By J.J Sessions – Much has been said and written of late about an article by Neal Gabler that appears more
Making the Most of your Holiday Travel Budget
If you’re like many Americans, you’ll be traveling to visit family and friends during the upcoming holiday season. Holiday Travel more
15 Minutes a Week Leads to Budgeting Bliss
For most people, budgeting on a monthly basis just doesn’t work. You sit down, try to figure out what you’ll more