Your Insights

The Three Dimensions of Risk

The Three Dimensions of Risk

As financial planners, we spend a lot of time talking with our clients about risk. In the markets, as in life, accepting certain calculated risks is

more »
Financial Planning

Why Financial Planning

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

more »

Living Longer, Healthier, and Happier

  By Cicily Maton, Retired Sr. Financial Planner Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT® Sr. Financial Planner

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 nature reminds us of the rhythms

more »