financial planner Archives – The Planning Center

Senior Financial Planner Jude Boudreaux, CFP(r) discusses realistic ways to approach retirement with Sarah Ravits of The Gambit. Read whole more

Congratulations to The Planning Center’s Autumn Campbell, who services clients out of the Tulsa and New Orleans offices was recently more

Andrew Sivertsen discusses with Sarah Ritter how young people can start to build better credit. Read whole article here>>> more

Cicily Maton is featured in this syndicated NerdWallet/ USA TODAY story on what people should know about their spouses investments. more

Business reporter Sarah Ritter discusses with The Planning Center’s Amber Miller why women need to talk about money in this more

What is behind a CFP®? by Matt Knoll As a young professional there are milestones, both personally and professionally that more

I often find when I talk to clients, they’re frustrated with a specific financial trait that their partner has. Lately more

You may know that April is Financial Literacy Month. What you may not know that last week was National Retirement Planning more

My daughter recently broke her arm. There was no spectacular fall or story, just a fall like any number of more

I recently had a conversation with my wife where I told her that an event was going to be held more