The Planning Center’s Partner and Senior Financial Planner Andrew Sivertsen CFP(r) and CeFT (r) featured in the Quad City Times discussing year-end planning for charitable giving
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
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
The Planning Center’s Financial Planner Autumn Campbell CFP®, discusses what potential homebuyers should consider before buying their first home. Read the entire article here: https://www.forbes.com/sites/kateashford/2018/10/31/firsthome/ Jude Boudreaux,
By The Planning Center, Financial Planner Schedule a Free Consultation Business reporter Sarah Ritter discusses with The Planning Center’s Amber Miller why women need to talk about
by William “Marty” Martin There is a beautiful metaphor for financial life planning. It’s a trapeze. Picture the trapeze artist letting go of one bar ready
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 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
The new year brings a sense of urgency to make changes in our lives and become better than we were before. This article has been reprinted
Putting Money in the Context of Life Financial Life Planning is a holistic process that will help you to clarify your values and guide you in
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