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

The Art of the Vital Few: Key Decisions that Can Build Your Financial Future

By Andy Baxley, CFP®, CIMA® When we break effective long-term financial planning down to its essential components, what we find more

In this volatile market, it’s key to keep it simple.

When things get scary, we all look for something to protect us. A new approach, somebody who seems to have more

Tech Tools For Today’s Young Advisor

Autumn K. Campbell, Financial Planner, shares the importance of young financial advisors staying up to date on current technology to more

FFP Welcomes Three New Trustees Including TPC’s Marty Kurtz

Marty Kurtz, Founder and Senior Financial Planner of The Planning Center, joins the Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit more

TPC’s Chartered SRI Counselor

A groundbreaking certification in the fast-growing field of sustainable, responsible and impact investing (SRI), becoming a Chartered SRI Counselor is more

Certified Financial Planner Reveals True Meaning of ‘Life Planning’

Life planning is more than just numbers. It’s about digging in and clarifying what a client REALLY wants from their more

The Financial Therapist Will See You Now

Every investor out there knows just how STRESSFUL it can get. In this article, we learn a little bit more more

How Often You Should Engage With Clients

How does TPC manage efficient client communications throughout the year? In this article, TPC Senior Financial Planner Jude Boudreaux discusses more

3 Ways To Take Advantage Of Reverse Mortgages

Reverse mortgages have changed a lot over time, and it’s important that retirees know exactly how they can leverage this more