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Financial planners push to add restrictions on use of term in SEC advice proposal
Marty Kurtz, Sr. Financial Planner & Partner in our Quad Cities office was quoted in Investment News discussing how he more
Why My View of Money Is Different Than Yours
By Matt Sivertsen, CFP® There is only one guarantee about money. Nobody thinks about it the same way that you more
Does It Matter?
By Eric Kies, CFP® Will it matter five minutes after you’re gone? I was at a workshop at church a more
How Women Can Avoid Money Mistakes
By Amber Miller, CFP® Imagine Suzie: she’s a young professional with a promising career she loves. Suzie has a significant more
The Real (Intangible) Power of Financial Planning
by Michael A. Branham, CFP® Our lives are rarely, if ever, in neutral. New experiences inform us daily, new surprises more
Six Steps to Make Investing Easier than Reading Your Bank Statement
by Amber Miller Ladies, who manages your household finances? My guess is it’s you. While many households share financial responsibility more
Holiday Spending Tips
Please be honest: Have you ever over spent on gifts for one of these special occasions: Christmas, Hanukah, Anniversaries or more
The Where and Why of Maintaining Client Accounts
by Michael Branham We recently met with a prospective client who asked where we “held” their money, and the process more
Honoring the man who forever changed the financial planning profession
By Robert Powell Published May 19, 2017 at www.marketwatch.com Read the entire article here: Honoring the man who forever changed the financial planning profession more
Why it matters that your financial advisor is a Certified Financial Planner
So you’re looking for a financial advisor. You’ve heard all the titles: Financial Advisor. Investment Advisor. Registered Investment Advisor. Certified more