The Tulsa World interviews The Planning Center’s Autumn Campbell, CFP®, on the new generation of financial planners and the challenges more
By Marty Kurtz, CFP® So often, in a financial planning meeting, I will ask a client, “Do you have an more
By Cicily Maton, CFP® There are roughly 75 million baby boomers living in the United States. According to the U. more
AdvisoryHQ has recognized The Planning Center in its 2019 ranking of the “11 Best Financial Advisors & Wealth Management Firms more
By Cicily Maton, CFP® Back in January, I committed to writing an article about longevity. I was going to explain more
by Dr. William “Marty” Martin Seasons come and go. In most places, the weather changes throughout the year. Engaging with more
by Dr. William “Marty” Martin “Oh, how I wish I had more time.” “You can’t go around wasting your time.” more
Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how the core of financial planning is protecting yourself. more
by Dr. William “Marty” Martin For many, celebrating the New Year means making resolutions. As January fades away, so, too, more
By Cicily Maton, CFP® One day any one of us could face the sobering reality of having to choose how more
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