Sr. Financial Planner

Cash Course: New Year, New Budget

Matt Sivertsen, CFP®, CeFT®, Partner and Senior Financial Planner in the Quad Cities office of The Planning Center, discusses how with the right tools, New Year’s can

more »

The Cheapskate’s Guide to Retirement

The Planning Center mentioned in this article in Kiplinger’s Retirement Report discussing how thrifty retirees are learning to cut corners while still living comfortably. Autumn Campbell’s, CFP®,

more »
Sr. Financial Planner

Estate Planning Mistakes Celebrities Make

The Planning Center’s Partner and Senior Financial Planner John Longstaff CFP(r) featured in Kiplinger’s Personal Finance discussing estate planning mistakes that celebrities make. Read the whole

more »

Five Things to Consider Before Buying Your First Home

The Planning Center’s Financial Planner Autumn Campbell CFP®, discusses what potential homebuyers should consider before buying their first home. Read the entire article here: https://www.forbes.com/sites/kateashford/2018/10/31/firsthome/ Jude Boudreaux,

more »
Jude Boudreaux

Financial Planners Rethink Their Fees as Tech Makes Inroads

Jude Boudreaux of The Planning Center discusses how finding the right fee to charge for financial planning services is getting trickier. Read the whole article here: https://www.thestreet.com/personal-finance/financial-planners-rethink-their-fees-as-tech-makes-inroads-14704528

more »
Matt Knoll, CFP® - Sr. Financial Planner

Cash Course: How to Manage Student Loan Debt

Matt Knoll quoted in a Quad City Times article on advising people on how to manage their student debt. Read whole article here: https://qctimes.com/business/cash-course-i-learn-how-to-manage-student-loan-debt/article_67e4ed4b-306c-5e1b-85bd-

more »