Andrew Sivertsen, CFP®, EA, CeFT®, Sr Financial Planner “On a long enough timeline, the survival rate for everyone drops to zero.” Intellectually, we understand the truth
Andy Baxley, CFP®, CIMA®, Sr Financial Planner Talking openly and honestly about our financial affairs can be difficult. Having the conversation with our children can be
Andy Baxley, CRP®, CIMA®, Sr Financial Planner This particular retreat was special because it was the first time since 2019’s gathering in Stillwater, MN that we
Eric Kies, CFP®, CEO/CCO/Sr. FP After a stellar career, our friend and colleague, Cicily Maton, CFR®, CeFT®, Senior Financial Planner, will be retiring in January, 2023. For
by Andrew Sivertsen, CFP®, EA, CeFT® and Andy Baxley, CFP®, CIMA® The Planning Center’s Investment Committee meets regularly to review our investment approach and assess any potential
Matt Knoll, CFP®, Sr. Financial Planner, Illinois It’s easier now than it’s ever been for people to play the stock market. Simply download an app and
By Michael Branham, CFP® Sr. Financial Planner, Alaska In 2020, the Federal Reserve released a poll in which people were surveyed about whether they were on track
Did you know that kids develop most of their money habits by age seven? Teaching our kids about money when they are young lays the foundation
Andrew Sivertsen, CFP®, EA, CeFT®, Sr Financial Planner Concerns about money haven’t always been so severe. During the Middle Ages most people lived in a feudal
By Caleb Arringdale,Tax Advisor While sharing the wealth during your lifetime can be a great thing for you and your children, sometimes it’s best not to
One of the outcomes of the 2017 Tax Cuts and Jobs Act (TCJA) was to reduce the marginal tax benefit of giving to charity. By dramatically
In America, the concept of “retirement” is relatively new. As recently as the late 1800s, most people either worked until they were physically incapable or until
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