Planning Archives – The Planning Center

By Matthew Sivertsen, CFP® Being stewards of the growth of our “net worth” combines many elements. One of the main more

by Michelle Maton, CFP® Spending this holiday season is estimated to run up to $1 trillion (yes, that is trillion 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 Andrew Sivertsen, CFP® Summer is over. We can either lament its loss or look forward into the future with more

Cicily Maton quoted in story talking about strategies planners employ to help advise clients who do not children about how more

The Planning Center’s Jude Boudreaux outlines a more realistic approach to saving for retirement by the decades. Read the entire article more

Matt Knoll quoted in a Quad City Times article on advising people on how to manage their student debt. Read more

Michael Branham, Sr. Financial Planner & Partner in our Anchorage office was quoted in Kiplinger discussing Planning for Retirement as more

by Michael A. Branham, CFP® Our lives are rarely, if ever, in neutral. New experiences inform us daily, new surprises more