Sr. Financial Planner

Cash Course: New Year, New Budget

Matt Sivertsen, CFP®, CeFT®, Partner and Senior Financial Planner in the Quad Cities office of The Planning Center, discusses how with the right tools, New Year’s can

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The Cheapskate’s Guide to Retirement

The Planning Center mentioned in this article in Kiplinger’s Retirement Report discussing how thrifty retirees are learning to cut corners while still living comfortably. Autumn Campbell’s, CFP®,

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Holiday Spending 2018

by Michelle Maton, CFP® Spending this holiday season is estimated to run up to $1 trillion (yes, that is trillion with 12 zeros). We will spend

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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 the entire article here: https://www.forbes.com/sites/kateashford/2018/10/31/firsthome/ Jude Boudreaux,

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