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Clients Want to Work With Female Advisers, and Firms Are Taking Notice
Female advisors are scarce in the wealth-management industry. The WSJ spotlights TPC’s very own Amber Miller in this informative read more
Andrew Sivertsen,CFP®, CeFT®. Partner/Sr. Financial Planner, quoted in FinancialPlanner.com on “Longer lifespans are going to affect planning for young clients, too.”
Andrew Sivertsen, CFP®, CeFT®. Partner/Sr. Financial Planner, discusses the phrase, “I’m not going to live that long,” and how that more
Andrew Sivertsen, CFP®, CeFT®. Partner/Sr. Financial Planner, featured in Quad City Times discussing, ” Are Credit Cards Ever Worth the Risk.”
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
The FIRE Movement — Is it just a fad?
by Matt Knoll, CFP® Reading online finance articles, blogs, and tweets, there always seems to be a hot new trend. 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
Income-Based Fees Make a “Comeback”
Jude Boudreaux, CFP®, Partner and Senior Financial Planner in the New Orleans office discusses how income-based fees are on their more
Setting Successful Financial Goals for 2019
Michelle Maton, CFP®, CeFT®. Partner & Senior Financial Planner in the Chicago office of The Planning Center is featured on more
Cash Course: New Year, New Budget
Matt Sivertsen, CFP®, CeFT®, Partner and Senior Financial Planner in the Quad Cities office of The Planning Center, discusses how more
The Cheapskate’s Guide to Retirement
The Planning Center mentioned in this article in Kiplinger’s Retirement Report discussing how thrifty retirees are learning to cut corners more
GE’s move to slash dividends could put a dent in this retirement income strategy
The Planning Center’s Senior Financial Planner Jude Boudreaux, CFP(r) discusses with Darla Mercado of CNBC the effects of General Electric more