
Why Financial Planning
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. I started in the financial services industry thirty-six years more
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. I started in the financial services industry thirty-six years more
By Andy Baxley, CFP®, CIMA® When we break effective long-term financial planning down to its essential components, what we find more
When things get scary, we all look for something to protect us. A new approach, somebody who seems to have more
Autumn K. Campbell, Financial Planner, shares the importance of young financial advisors staying up to date on current technology to more
Marty Kurtz, Founder and Senior Financial Planner of The Planning Center, joins the Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit more
A groundbreaking certification in the fast-growing field of sustainable, responsible and impact investing (SRI), becoming a Chartered SRI Counselor is more
Life planning is more than just numbers. It’s about digging in and clarifying what a client REALLY wants from their more
Every investor out there knows just how STRESSFUL it can get. In this article, we learn a little bit more more
How does TPC manage efficient client communications throughout the year? In this article, TPC Senior Financial Planner Jude Boudreaux discusses more
Reverse mortgages have changed a lot over time, and it’s important that retirees know exactly how they can leverage this more