How to Afford and Plan for Your Baby
February 18, 2022
By Amber Miller, CFP®, CSRIC™, Sr. Financial Planner Last summer, my husband and I had our first child. While I’ve loved the experience, the rumors are
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By Amber Miller, CFP®, CSRIC™, Sr. Financial Planner Last summer, my husband and I had our first child. While I’ve loved the experience, the rumors are
by Jude Boudreaux, CFP®, Sr. Financial Planner Helping close or extended family with money is common for many parents or financially successful individuals. You might be
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. Twenty-three years is a long time. So much can change in twenty-three years. As a
Interview by Cicily Maton, CFP®, CeFT® and Michelle Maton, CFP®, CeFT® No one knows how long it will take for the COVID-19 threat to abate. What
by Jude Boudreaux, CFP® The recent market volatility has created another bump in the road for prudent long-term investors. Perhaps you have just retired or are
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. So often, in a financial planning meeting, I will ask a client, “Do you have
by Dr. William “Marty” Martin Reflect on the days when you had more than enough money to pay your bills. Now picture yourself just squeezing by
by Dr. William “Marty” Martin Life is lived in the present. Though memories take us back to the past, so do lessons learned from good and
By Cicily Maton, CFP® One day any one of us could face the sobering reality of having to choose how much—or how little—medical treatment to undergo.
Sr. Planner and Partner, Jude Boudreaux was quoted in magnifymoney.com about How to Make Your Child’s Expensive Activity Fit Your Family Budget. Click to read the
By Andrew Sivertsen On August 30, 2016, my wife, Amy, and I welcomed our new baby daughter Virginia “Ginny” Jeanne Sivertsen into the world. Both the
By Mike Branham If there is one common theme during which our clients, or prospective clients, often rely on our skills as financial planners, it’s in
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ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
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QUAD CITIES
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Suite 701
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Iowa City, IA 52240
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