Female advisors are scarce in the wealth-management industry. The WSJ spotlights TPC’s very own Amber Miller in this informative read all about the strong women changing
Andrew Sivertsen, CFP®, CeFT®. Partner/Sr. Financial Planner, discusses the phrase, “I’m not going to live that long,” and how that attitude needs to be taken seriously
Andrew Sivertsen discusses how credit cards can be a powerful tool, yielding several benefits. Read the whole article here, https://qctimes.com/business/cash-course-are-credit-cards-ever-worth-the-risk/article_b2e41014-378d-5862-a80e-789697cbc29e.html
by Matt Knoll, CFP® Reading online finance articles, blogs, and tweets, there always seems to be a hot new trend. At the very beginning of investment
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
Jude Boudreaux, CFP®, Partner and Senior Financial Planner in the New Orleans office discusses how income-based fees are on their way back with Samuel Steinberger of
Michelle Maton, CFP®, CeFT®. Partner & Senior Financial Planner in the Chicago office of The Planning Center is featured on ABC7 Chicago discussing how to set
Matt Sivertsen, CFP®, CeFT®, Partner and Senior Financial Planner in the Quad Cities office of The Planning Center, discusses how with the right tools, New Year’s can
The Planning Center mentioned in this article in Kiplinger’s Retirement Report discussing how thrifty retirees are learning to cut corners while still living comfortably. Autumn Campbell’s, CFP®,
The Planning Center’s Senior Financial Planner Jude Boudreaux, CFP(r) discusses with Darla Mercado of CNBC the effects of General Electric slashing its quarterly dividend to $0.01
Senior Financial Planner Jude Boudreaux, CFP(r) discusses realistic ways to approach retirement with Sarah Ravits of The Gambit. Read whole article here>>>
Congratulations to The Planning Center’s Autumn Campbell, who services clients out of the Tulsa and New Orleans offices was recently awarded the prestigious CFP(r) Designation. Read
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ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
NEW ORLEANS
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QUAD CITIES
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TWIN CITIES
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Suite 701
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IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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