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The Three Dimensions of Risk
By Andy Baxley, CFP ®, CIMA ® As financial planners, we spend a lot of time talking with our clients more
What is Financial Life Planning?
By Andy Baxley, CFP ®, CIMA ® I’ll never forget the day I passed the exam to become a Certified more
Why Financial Planning
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. I started in the financial services industry thirty-six years more
Love It When a Good Plan Comes Together
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. Twenty-three years is a long time. So much can more
Will My Children Ever Leave Home? And If They Do Will They Come Back Like A Boomerang?
by Dr. William “Marty” Martin May and June are the months associated with graduations and weddings. Both represent big transitions more
Autumn K. Campbell, CFP®. Financial Planner, of The Planning Center: ‘The youngest generation of professionals has a complex and new set of circumstances to navigate’
The Tulsa World interviews The Planning Center’s Autumn Campbell, CFP®, on the new generation of financial planners and the challenges more
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
Living Longer, Healthier, and Happier
By Cicily Maton, CFP® There are roughly 75 million baby boomers living in the United States. According to the more
Advisory HQ names The Planning Center in their 2019 Ranking of the Top Financial Advisors in Chicago.
AdvisoryHQ has recognized The Planning Center in its 2019 ranking of the “11 Best Financial Advisors & Wealth Management Firms more
Coming Soon: Living Longer, Healthier, and Happier
By Cicily Maton, CFP® Back in January, I committed to writing an article about longevity. I was going to explain more