Now you can easily access recent financial advice and insights you may have missed.
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 be one of the best times to rethink your finances and set new goals. Read the whole article here: https://qctimes.com/business/cash-course-new-year-new-budget/article_63042166-0c4b-540c-8ee0-e821709fdd0f.html
Autumn Campbell, CFP®, Financial Planner in the New Orleans and Tulsa offices of The Planning Center is mentioned in this article in Kiplinger’s Retirement Report discussing how thrifty retirees are learning to cut corners while still living comfortably: https://www.kiplinger.com/article/retirement/T037-C000-S004-the-cheapskate-s-guide-to-retirement.html
The Planning Center’s Founder, CEO and Partner Marty Kurtz, CFP®, is featured in the Quad City Times discussing year-end planning for charitable giving with Sarah Ritter. Read the whole article here: https://qctimes.com/business/cash-course-understanding-your-tax-return/article_ebfd7968-7ab2-56f6-ae41-589889f0c383.html
Michelle Maton, CFP®, CeFT®, Partner & Senior Financial Planner in the Chicago office of The Planning Center is featured on ABC7 Chicago discussing how to set successful financial goals for the New Year and reaching financial freedom. Watch the entire interview here: https://abc7chicago.com/finance/setting-successful-financial-goals-for-2019/4943130/
Andrew Sivertsen, CFP®, CeFT®, Partner/Sr. Financial Planner in the Quad Cities office of The Planning Center discusses with Sarah Ritter of Quad City Times, how year end is a good time to budget for charitable donations year-round. Read the whole article here: https://qctimes.com/business/cash-course-planning-for-charitable-giving/article_09695908-5a56-55f7-a504-02128f8d768f.html
Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how the core of financial planning is protecting yourself. In this article, Cicily explains how one prepares if they are too old or infirm to decide on life-saving surgery options. Read the whole article here: https://www.forbes.com/sites/lawrencelight/2019/01/23/scary-but-necessary-how-to-make-medical-decisions-when-youre-out-of-it/#76d974c3c7ff