CFP Archives – The Planning Center

by Matt Knoll, CFP® Reading online finance articles, blogs, and tweets, there always seems to be a hot new trend. more

Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how to adopt healthy habit to boost morale more

Matt Sivertsen, CFP®, CeFT®, Partner and Senior Financial Planner in the Quad Cities office of The Planning Center, discusses how more

The Planning Center mentioned in this article in Kiplinger’s Retirement Report discussing how thrifty retirees are learning to cut corners more

The Planning Center’s Founder, CEO and Partner Marty Kurtz, CFP®, featured in the Quad City Times discussing year-end planning for charitable more

by Matt Sivertsen, CFP® Reflecting back on the year 2004, I was one year into working at The Planning Center. more

The Planning Center’s Partner and Senior Financial Planner Andrew Sivertsen CFP(r) and CeFT (r) featured in the Quad City Times more

What is behind a CFP®? by Matt Knoll As a young professional there are milestones, both personally and professionally that more

by Matt Sivertsen Recently an online headline caught my attention. It read, “Why do professional golfers need caddies?” I more

by Ashlee Veneman This article was recently reposted on forbes.com – you can also read the full article here: I more