by Andrew Sivertsen, CFP® CeFT® At The Planning Center (TPC) our investment strategy primarily uses mutual funds and ETFs to build a portfolio for our clients.
By Caleb Arringdale Several years ago, the IRS instituted a program to help identity theft victims secure their tax returns. Those who qualified for the
By Cicily Maton, Retired Sr. Financial Planner Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT® Sr. Financial Planner carry
Ben Neiburger, JD, CPA, recently presented ‘Planning for Peace of Mind,’ as part of the Expedition to Retirement webinar series. To watch this informative webinar, complete
As financial planners, we spend a lot of time talking with our clients about risk. In the markets, as in life, accepting certain calculated risks is
By Matt Mercer, Operations Manager If you’re a client of The Planning Center, and we manage any of your financial accounts, you likely have the option
I’ll never forget the day I passed the exam to become a CERTIFIED FINANCIAL PLANNER® professional. The relief I felt that day was truly indescribable. The
Matt Knoll, CFP® and Amber Miller, CFP®, CSRIC® recently presented Your Money, Your Mind, and Your Investment Methods, as part of the Expedition to Retirement webinar
By Caleb Arringdale When most people think of investments, the first thing that comes to mind is usually stocks. Stocks receive much more media attention and
Shay Hata and Chad Lubben recently presented The Retiree’s Guide to Real Estate, as part of the Expedition to Retirement webinar series. To watch this informative
by Andrew Sivertsen, CFP® CeFT® Exchange Traded Funds (ETFs) were developed in the late 90s but have grown in popularity over the last decade since the
By Matthew Sivertsen, CFP®, CeFT® For people who have excess capacity in their own personal financial plan, often the discussion leans toward a conversation on how
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