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Cash Course: Planning for Charitable Giving
Andrew Sivertsen, CFP®, CeFT®, Partner/Sr. Financial Planner in the Quad Cities office of The Planning Center discusses with Sarah Ritter more
Setting Successful Financial Goals for 2019
Michelle Maton, CFP®, CeFT®. Partner & Senior Financial Planner in the Chicago office of The Planning Center is featured on more
Cash Course: New Year, New Budget
Matt Sivertsen, CFP®, CeFT®, Partner and Senior Financial Planner in the Quad Cities office of The Planning Center, discusses how more
The Cheapskate’s Guide to Retirement
The Planning Center mentioned in this article in Kiplinger’s Retirement Report discussing how thrifty retirees are learning to cut corners more
Cash Course: Understanding Your Tax Return
The Planning Center’s Founder, CEO and Partner Marty Kurtz, CFP®, featured in the Quad City Times discussing year-end planning for charitable 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
GE’s move to slash dividends could put a dent in this retirement income strategy
The Planning Center’s Senior Financial Planner Jude Boudreaux, CFP(r) discusses with Darla Mercado of CNBC the effects of General Electric more
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
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