Financial Planning

Why Financial Planning

By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. I started in the financial services industry thirty-six years ago. The financial world was quite

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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 no easy feat. But, a force

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