The piece, appearing in the website’s Personal Finance section, discussed simple yet effective tips for getting more money from the government, banks, employers, and more.
The piece explores the concept that, while the standard advice is to avoid doing anything, there are some distinct exceptions. Read the full article to learn more about making sound financial decisions.
In the episode, we reveal the 3-step process we take clients through to craft a statement of financial purpose. We discuss the importance of having meaningful conversations centered around the client’s values and how we use those conversations to guide the client through difficult financial decisions.
In the episode, titled “The Power of Financial Purpose,” we dive into the marriage of capital and purpose, explains how he helps clients align their financial decisions with their values, and much more.
The Planning Center, was recently featured in a Kiplinger article titled “8 Great Places for Snowbirds to Land.”
After all your years of working, saving, and paying taxes, you’re finally approaching retirement, and it’s time to ensure your benefits and income sources are in place. For many retirees, Social Security benefits make up a sizeable portion of the funds you’ll need to maintain your retirement lifestyle.
In a recent article published by CNBC about couples and financial stress, Jude Boudreaux, a certified financial planner and senior financial planner with The Planning Center in New Orleans, emphasizes the importance of communication in overcoming financial conflicts.
Greg Iacurci, Personal Finance writer at CNBC, recently interviewed @Matt Knoll, CFP®, Senior Financial Advisor, for an article on why fewer Americans are buying life insurance.
A recent survey indicates that many donors still have questions about how they can make their giving more effective. In fact, two-thirds of those surveyed said that while they’d like to give more, they are concerned by factors that make it more difficult for them to give as much as they’d really like to.
Many of us think of insurance as the product we hope we’ll never need. Indeed, insurance remains a vital part of most financial plans. For many of the important things in life, it makes sense to shift some or all of the financial burden onto an insurance company. And in many cases—your home and your vehicles, for example—insurance is a legal requirement.
AdvisorHub recently recognized @Matthew Sivertsen, CFP®, Senior Financial Planner in their 2024 Advisor to Watch ranking. A total of 1,000 advisors were listed across seven categories
For various reasons, the divorce rate in the United States is falling—except for one important demographic: those 50 and older. Dissolution of marriages that have lasted for 30 or more years is, unfortunately, on the rise, having doubled since the 1990s, according to US Census Data.
Stay informed with the latest financial insights from our experts.
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