The Certified Financial Planner®(CFP®) Designation: Why It Matters
When we seek advice or service for a matter that is very important to us, what’s the number-one thing we need from the person providing the advice or service? Some might say “knowledge” or “expertise,” but in most circumstances, what we most want is trust.
Baseball and Financial Life Planning: Get the Basics Right First
By Eric Kies CFP®, President, CCO, Sr Financial Planner The geese are flying north, the
Does It Matter?
By Eric Kies, CFP® Will it matter five minutes after you’re gone? I was at
7 Steps to Take if You Are a Victim of Identity Theft
Special Equifax Security Alert Added Below Cybersecurity Part 3 – by Eric Kies I’m on
The Infinite Game
My grandfather’s name was Gale. He was an interesting guy, one of those people who
Cybersecurity and You – Part 2
This is the second in a series of articles on staying safe online and best
Planning Center Reaches Out to New Generation
The Quad Cities Times interviewed Marty Kurtz, CEO and Eric Kies, President on the growth of The
Cybersecurity and You
This is the first in a series of articles on the systems and processes The
How to Keep Client Data Safe from Hackers
Financial Planning magazine and Eric Kies on cyber security and what The Planning Center is doing
Playing Uphill
By Eric Kies Every year, my wife Laura and I try to run a half
Upgrade Your Practice and Stop Looking for a Silver Bullet
Eric Kies, CFP® interviewed on the importance of staying up on technology trends and implementing
TPC In The News – 2015 Highlights
Here is an archive of our top media hits in 2015. November 2015: Networth and Income
