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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
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
Planning Challenge: Aging Clients, No Kids, Assisted Living Required
Cicily Maton quoted in story talking about strategies planners employ to help advise clients who do not children about how more
Cash Course: Learning how to start building better credit
Andrew Sivertsen discusses with Sarah Ritter how young people can start to build better credit. Read whole article here>>> more
Be Partners in Finances As Well As in Life
Cicily Maton is featured in this syndicated NerdWallet/ USA TODAY story on what people should know about their spouses investments. more
Cash Course: Why women need to talk about money
Business reporter Sarah Ritter discusses with The Planning Center’s Amber Miller why women need to talk about money in this more