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New Year, New Beginning, Same Old You
by Dr. William “Marty” Martin For many, celebrating the New Year means making resolutions. As January fades away, so, too, 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® So often, in a financial planning meeting, I will ask a client, “Do you have an 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 U. 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
Taking an Inward Journey
by Dr. William “Marty” Martin Seasons come and go. In most places, the weather changes throughout the year. Engaging with more
Time: Our Most Precious Asset
by Dr. William “Marty” Martin “Oh, how I wish I had more time.” “You can’t go around wasting your time.” more
Scary but Necessary: How to Make Medical Decisions When You Are Out Of It
Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how the core of financial planning is protecting yourself. more