
Love It When a Good Plan Comes Together
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. Twenty-three years is a long time. So much can more
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. Twenty-three years is a long time. So much can more
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. So often, in a financial planning meeting, I will more
By Cicily Maton, CFP® There are roughly 75 million baby boomers living in the United States. According to the more
By Cicily Maton, CFP® Back in January, I committed to writing an article about longevity. I was going to explain more
Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how the core of financial planning is protecting yourself. more
by Dr. William “Marty” Martin Reflect on the days when you had more than enough money to pay your bills. more
by Dr. William “Marty” Martin Life is lived in the present. Though memories take us back to the past, so more
By Cicily Maton, CFP® One day any one of us could face the sobering reality of having to choose how more
The Planning Center’s Financial Planner Autumn Campbell CFP®, discusses what potential homebuyers should consider before buying their first home. Read more
The Planning Center’s Jude Boudreaux outlines a more realistic approach to saving for retirement by the decades. Read the entire article more