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?
By Robert Powell Published May 19, 2017 at www.marketwatch.com Read the entire article here: Honoring the man who forever changed the financial planning profession Dick Wagner always asked, ‘So, what
Stay informed with the latest financial insights from our experts.
ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
The Planning Center © 2024
