
Why Financial Planning
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. I started in the financial services industry thirty-six years more
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. I started in the financial services industry thirty-six years more
Many investors take a global perspective when building portfolios to achieve their investment goals. With the benefits of greater diversification more
I have been sheltering in place on a former dairy farm in rural New Hampshire—surrounded by more Scotch Highland more
It’s probably not news to most value investors that the value premium has struggled over the past decade. What might more
What if there was a way to eliminate the pain of monthly tracking and keep the peace of mind that more
In the past, the transition to retirement has been viewed solely as an economic event. As a result, the focus more