Cash Course: Money Questions Many are Afraid to Ask
September 24, 2018
Marty Kurtz talks to QC Times answering difficult to ask financial planning questions. Click here to read the whole article >> The Planning Center is a
Marty Kurtz talks to QC Times answering difficult to ask financial planning questions. Click here to read the whole article >> The Planning Center is a
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
The Planning Center’s Jude Boudreaux outlines a more realistic approach to saving for retirement by the decades. Read the entire article here: https://www.theadvocate.com/gambit/new_orleans/cue_magazine/article_365a87a8-a7bc-11e8-b7ca-e7d79652443e.html
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-
Marty Kurtz, Sr. Financial Planner & Partner in our Quad Cities office was quoted in Investment News discussing how he and 85 other Financial Planners push
By Matt Sivertsen, CFP® There is only one guarantee about money. Nobody thinks about it the same way that you do. Period. As I sit here
By Eric Kies, CFP® Will it matter five minutes after you’re gone? I was at a workshop at church a few weekends ago, and one of
By The Planning Center, Financial Planner Schedule a Free Consultation Imagine Suzie: she’s a young professional with a promising career she loves. Suzie has a significant other
by Michael A. Branham, CFP® Our lives are rarely, if ever, in neutral. New experiences inform us daily, new surprises (good and bad) occur frequently, and
By The Planning Center, Financial Planner Schedule a Free Consultation Ladies, who manages your household finances? My guess is it’s you. While many households share financial responsibility
By The Planning Center, Financial Planner Schedule a Free Consultation Please be honest: Have you ever over spent on gifts for one of these special occasions: Christmas,
by Michael Branham We recently met with a prospective client who asked where we “held” their money, and the process we use in making those choices?
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