By Andy Baxley, CFP ®, CIMA ® I’ll never forget the day I passed the exam to become a Certified more

By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. I started in the financial services industry thirty-six years more

By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. Twenty-three years is a long time. So much can more

by Dr. William “Marty” Martin May and June are the months associated with graduations and weddings. Both represent big transitions more

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®, Retired Founder of The Planning Center, Inc. So often, in a financial planning meeting, I will more

By Cicily Maton, CFP® There are roughly 75 million baby boomers living in the United States. According to the 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