Now you can easily access recent financial advice and insights you may have missed.
The Planning Center is being recognized as one of the top registered investment advisers in the U.S. and we couldn’t be more proud. You can read more about this prestigious award and its selection criteria here.
Matt Sivertsen, CFP® and Cicily Maton, CFP®, Partners and Senior Financial Planners in the Quad Cities and Chicago offices, respectively, share their keys to helping clients decide between taking a lump sum or future payments in the event of a financial windfall. You can read their entire blog here…
Jude Boudreaux, Partner and Senior Financial Planner in the New Orleans office, is quoted in usatoday.com on his advice to millennials in a quest to be debt-free. He thinks denying yourself breaks while paying off debt is a false choice. You can read more about his refreshing perspective right here.
Amber Miller, CFP®, a Senior Financial Planner with The Planning Center in the Minneapolis-St. Paul, explains what the acronym “RSU” means, how it works, and why (should you be lucky enough to receive one) game-planning for its benefit is so important to your financial goals. You can learn all about it in her blog found here.
Jude Boudreaux, CFP®, a Partner and Senior Financial Planner in the New Orleans office, discusses high-paying jobs that you can get without a college degree. During a time when going to college is often viewed as a necessity, in this informative article he offers seven viable alternatives. To access the article, click here.
Andrew Sivertsen, CFP®, a Partner and Senior Financial Planner in the Quad Cities office, addresses the questions and concerns we all have about the future of the Social Security Program. You’ll find his five proposals to fix the program and put it back on the road to sustainability here.
John Longstaff, CFP®, a Partner and Senior Financial Planner in the Fresno office, discusses the implications of the U.S. Department of Justice legal brief, which looks to change retirement laws and regulations both in California and nationwide. Financial advisors are wondering why the DOJ wants to quash these new retirement savings plans. You can check out what John has to say in the full article here.