
Estate Planning: What Really Matters?
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. So often, in a financial planning meeting, I will more
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. So often, in a financial planning meeting, I will more
The Planning Center’s Partner and Senior Financial Planner John Longstaff CFP(r) featured in Kiplinger’s Personal Finance discussing estate planning mistakes more
Marty Kurtz, Sr. Financial Planner & Partner in our Quad Cities office was quoted in AARP.org discussing your options if more
Marty Kurtz, Sr. Financial Planner & Partner in our Quad Cities office was quoted in AARP.org discussing your options if more
I travel frequently, and the routine of air travel these days can become monotonous. Wait at the gate for your more
Six Tips for Making Smart and Effective Charitable Donations This Holiday Season The holidays are a popular time for charitable donations. With more