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Having “The Talk” with Loved Ones
By Cicily Maton, CFP® One day any one of us could face the sobering reality of having to choose how 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
Let’s get real: Saving for retirement is tough. Here’s a realistic approach
The Planning Center’s Jude Boudreaux outlines a more realistic approach to saving for retirement by the decades. Read the entire article 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
When Life Changes, Money Changes – When Money Changes, Life Changes
Major life and money changes create a new, unknown zone of life transition. We provide a tool that can help. more
Life Transitions and Good Decisions
This is a guest blog post originally printed at www.suddenmoney.com and reprinted with permission granted by the Financial Transitionist Institute. more
Putting Money in the Context of Life
Life seems to be coming at us faster and faster. At times, the demands on decision making are overwhelming. One more
Welcome to My World
By Andrew Sivertsen On August 30, 2016, my wife, Amy, and I welcomed our new baby daughter Virginia “Ginny” Jeanne more
If You Can’t Eat Your Own Cooking… A Personal Narrative of Change
By Mike Branham If there is one common theme during which our clients, or prospective clients, often rely on our more