By Aristotle Makris, CPA, CFP® Congress first passed the Secure Act in 2019 in an effort to improve retirement-savings opportunities for Americans. At the end of 2022, Congress updated
In light of the recent news around Silicon Valley Bank and in anticipation of related client questions, we’ve put together the following FAQ resource. Please do
In this CNBC article, Jude Boudreaux shares knowledge and suggestions on FDIC insurance. Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and New Orleans offices of
By Michelle Maton, Senior Financial Planner, CFP®, EA, CeFT® It’s always difficult to lose a loved one. When that loss is accompanied by a large inheritance,
By Aristotle Makris, CPA, CFP® In late 2022 as part of a major budget bill, Congress passed the Secure Act 2.0, which includes dozens of new
By Caleb Arringdale,Tax Advisor Some believe that the financial planning industry is unnecessary and choose to follow a few common-sense aphorisms like “Spend less than you
Andy Baxley, CFP®, CIMA®, Sr Financial Planner Here at The Planning Center, we focus a lot of our energy on transitions planning. In the financial planning
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
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