In this Morningstar article H. Jude Boudreaux, CFP® Sr. Financial Planner, provides ideas and advice on how to prepare when a spouse one is terminally ill. Read the Entire Article Here
By The Planning Center, Financial Planners Schedule a Free Consultation Last summer, my husband and I had our first child. While I’ve loved the experience, the
By Michelle Maton, CFP®, CeFT®, Sr. Financial Planner In 2021, a record-breaking 47.4 million Americans voluntarily quit their jobs. According to the Labor Department that amounts
By Andy Baxley, CFP, CIMA, Sr. Financial Planner The earliest stock exchange dates to 17th century Amsterdam and the various East India Trading companies, but it took
By Andy Baxley, CFP ®, CIMA ® As financial planners, we spend a lot of time talking with our clients about risk. In the markets, as
By Andy Baxley, CFP ®, CIMA ® I’ll never forget the day I passed the exam to become a Certified Financial Planner professional. The relief I
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. I started in the financial services industry thirty-six years ago. The financial world was quite
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. Twenty-three years is a long time. So much can change in twenty-three years. As a
by Dr. William “Marty” Martin May and June are the months associated with graduations and weddings. Both represent big transitions in life. The focus here will
The Tulsa World interviews The Planning Center’s Autumn Campbell, CFP®, on the new generation of financial planners and the challenges for the millennials and other younger
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. So often, in a financial planning meeting, I will ask a client, “Do you have
By Cicily Maton, CFP® There are roughly 75 million baby boomers living in the United States. According to the U. S. Census Bureau, millennials actually
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