Sr. Financial Planner

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 that celebrities make. Read the whole

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Past, Present and Future

by Dr. William “Marty” Martin Life is lived in the present. Though memories take us back to the past, so do lessons learned from good and

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