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Certified Financial Planner Reveals True Meaning of ‘Life Planning’
Life planning is more than just numbers. It’s about digging in and clarifying what a client REALLY wants from their more
What to Do if You Face a Possible Job Loss or Downsizing
by Michael A. Branham, CFP® Life is full of surprises and transitions. Weddings, the birth of a child, a new more
Scary but Necessary: How to Make Medical Decisions When You Are Out Of It
Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how the core of financial planning is protecting yourself. more
Setting Successful Financial Goals for 2019
Michelle Maton, CFP®, CeFT®. Partner & Senior Financial Planner in the Chicago office of The Planning Center is featured on more
Longevity and Fixed Pensions
by Matt Sivertsen, CFP® Reflecting back on the year 2004, I was one year into working at The Planning Center. more
Cash Flow: Is Cash Really King?
by Dr. William “Marty” Martin Reflect on the days when you had more than enough money to pay your bills. more
Cash Course: Planning for Charitable Giving
The Planning Center’s Partner and Senior Financial Planner Andrew Sivertsen CFP(r) and CeFT (r) featured in the Quad City Times more
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 more
Past, Present and Future
by Dr. William “Marty” Martin Life is lived in the present. Though memories take us back to the past, so 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 more