financial planner Archives – The Planning Center

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

In a recent meeting with a client, they mentioned an expense that they were paying every month for a more

During a recent bout with writer’s block, I asked my friends on Twitter (I’m @HJudeBoudreaux) for financial topics that they’d more

The above is a great quote from Seth Godin’s Blog today. He references the work of architects and how it more

I’ve recently had issues with a few different clients recently who have inherited IRAs and are not clear on the more

Another exciting day in the news for Upperline Financial Planning! We were proud to be featured in a story that more