Why Financial Planning
December 2, 2020
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
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
When we break effective long-term financial planning down to its essential components, what we find are a series of key decisions about how we manage our
When things get scary, we all look for something to protect us. A new approach, somebody who seems to have the latest and greatest idea. But,
Autumn K. Campbell, Financial Planner, shares the importance of young financial advisors staying up to date on current technology to improve accuracy and efficiency within their
Marty Kurtz, Founder and Senior Financial Planner of The Planning Center, joins the Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit organization dedicated to expanding access to
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
Life planning is more than just numbers. It’s about digging in and clarifying what a client REALLY wants from their life. In this interview, TPC Financial
Every investor out there knows just how STRESSFUL it can get. In this article, we learn a little bit more about TPC Psychologist, Marty Martin who
How does TPC manage efficient client communications throughout the year? In this article, TPC Senior Financial Planner Jude Boudreaux discusses the topic of client-advisor contact points
Reverse mortgages have changed a lot over time, and it’s important that retirees know exactly how they can leverage this program to benefit from it in
Our office in Quad Cities is already feeling the holiday spirits with an amazing seasonal mural. If you haven’t checked it out yet, be sure to
In 2017, Jude Boudreaux merged his own firm, Upperline Financial Planning, with The Planning Center to give life to The Planning Center that we know and
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