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Estate Planning: What Really Matters?
By Marty Kurtz, CFP® So often, in a financial planning meeting, I will ask a client, “Do you have an 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
Don’t Split Heirs with Your Estate
Marty Kurtz, Sr. Financial Planner & Partner in our Quad Cities office was quoted in AARP.org discussing your options if more
Don’t Split Heirs with Your Estate
Marty Kurtz, Sr. Financial Planner & Partner in our Quad Cities office was quoted in AARP.org discussing your options if more
Expensive…Until You Need It
I travel frequently, and the routine of air travel these days can become monotonous. Wait at the gate for your more
The Giving Season
Six Tips for Making Smart and Effective Charitable Donations This Holiday Season The holidays are a popular time for charitable donations. With more