financial life planning Archives – The Planning Center

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

by JJ Sessions, CFP® At church yesterday, I noticed a large basket overflowing with fresh vegetables behind a sign inviting everyone more

Cicily Maton quoted in story talking about strategies planners employ to help advise clients who do not children about how more

Cicily Maton is featured in this syndicated NerdWallet/ USA TODAY story on what people should know about their spouses investments. more

Putting Money in the Context of Life Financial Life Planning is a holistic process that will help you to clarify more

For years, we’ve been talking to clients as an industry about the need to save. Put money into your 401k, more

I recently had a conversation with my wife where I told her that an event was going to be held more

The first time I meet with a new or prospective client, they say at some point in the meeting that more

If you’ve been reading this blog for any period of time, or following my personal account on Twitter (@HJudeBoudreaux), you more