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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
Cash Course: Why women need to talk about money
Business reporter Sarah Ritter discusses with The Planning Center’s Amber Miller why women need to talk about money in this more
Transition: What Can a Trapeze Artist Teach Us?
by William “Marty” Martin There is a beautiful metaphor for financial life planning. It’s a trapeze. Picture the trapeze artist more
The Real (Intangible) Power of Financial Planning
by Michael A. Branham, CFP® Our lives are rarely, if ever, in neutral. New experiences inform us daily, new surprises more
Honoring the man who forever changed the financial planning profession
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 more