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Your Insights

  • financial advisor, Financial Planning, RIA

FT 300 list: the top US registered investment advisers in 2019

September 9, 2019

This year, the Planning Center was ranked as one of the top registered investment advisory firms in the U.S. This is an exceptional feat, and we

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7 high-paying jobs you can get without a college degree

September 6, 2019

During a time when going to college is often viewed as a necessity, Jude Boudreaux explores alternative options as a feature in this informative article. Read

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What to Do if You Face a Possible Job Loss or Downsizing

July 25, 2019

by Michael A. Branham, CFP® Life is full of surprises and transitions. Weddings, the birth of a child, a new job/promotion, or a financial windfall would

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How to Find More Time and Money: 4 Ways to Prioritize Yourself

June 27, 2019

By The Planning Center, Financial Planner Schedule a Free Consultation Let me ask you two questions: 1. Do you ever wish you had more time to do

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Matt Knoll, CFP® - Sr. Financial Planner

Cash Course: Exploring the early retirement movement

June 11, 2019

Matt Knoll discusses the FIRE movement and how people can plan ahead if they are seeking early retirement to obtain financial independence. Read the whole article

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TPC in the News: Catch up on recent media quotes from and interviews with our advisors

May 31, 2019

Now you can easily access recent financial advice and insights you may have missed. Autumn Campbell, CFP®, is interviewed in The Tulsa World on the new

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Autumn K. Campbell, CFP®. Financial Planner, of The Planning Center: ’The youngest generation of professionals has a complex and new set of circumstances to navigate’

May 8, 2019

The Tulsa World interviews The Planning Center’s Autumn Campbell, CFP®, on the new generation of financial planners and the challenges for the millennials and other younger

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TPC in the News: Catch up on last month’s media quotes from our advisors

April 5, 2019

Now you can easily access recent financial advice and insights you may have missed. The Planning Center recognized by AdvisoryHQ in its 2019 ranking of the

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Jude Boudreaux

Trump State of the Union: What advisers want to hear

April 3, 2019

Investment News discusses with Jude Boudreaux, CFP®, Partner and Senior Financial Planner in New Orleans what he believes the President should be discussing…health care reform. Read

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Matthew Sivertsen, CFP®, CeFT® - Sr. Financial Planner

Cash Course: Five Ways to Trick Yourself into Saving Money

April 1, 2019

Matt Sivertsen, CFP®, CeFT®, Partner and Senior Financial Planner with The Planning Center in the Quad Cities discusses tactics people can use to save more money.

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Cicly Maton

Advisors Adopt Healthy Habits To Boost Morale And Avoid Burnout

April 1, 2019

Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how to adopt healthy habit to boost morale and avoid burnout. In this article,

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Andrew Sivertsen, CFP®, CeFT® - Sr. Financial Planner

Cash Course: Planning for Charitable Giving

January 19, 2019

Andrew Sivertsen, CFP®, CeFT®, Partner/Sr. Financial Planner in the Quad Cities office of The Planning Center discusses with Sarah Ritter of Quad City Times, how year

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