Baseball and Financial Life Planning: Get the Basics Right First
March 25, 2021
By Eric Kies CFP®, President, CCO, Sr Financial Planner The geese are flying north, the snow is melting, the days are getting longer and the temps
By Eric Kies CFP®, President, CCO, Sr Financial Planner The geese are flying north, the snow is melting, the days are getting longer and the temps
by Jude Boudreaux, CFP®, Sr. Financial Planner Helping close or extended family with money is common for many parents or financially successful individuals. You might be
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
By Matt Mercer, Operations Manager With a continued focus of sharing more about our technology and processes in 2021, we’d like to share a process that
As you probably know, The Planning Center family has grown significantly in recent years. We now have a team of 26 employees and partners— financial planners,
By Matthew Sivertsen, CFP®, CeFT® 2020 was quite a year for us all at The Planning Center. We have grown stronger as a Company and as
By Matt Mercer, Operations Manager When The Planning Center made the decision to stop in person client meetings and start working remotely in March, I believe
By Matt Mercer, Operations Manager Our clients often ask us, “Why is there so much paperwork?”. Whether you have worked with us at The Planning Center
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. I started in the financial services industry thirty-six years ago. The financial world was quite
by Andrew Sivertsen, CFP® CeFT® To spend or not to spend, that is the question? “Dad! Dad! Dad! Can I buy this?” Like many parents, this
When we break effective long-term financial planning down to its essential components, what we find are a series of key decisions about how we manage our
By Matthew Sivertsen, CFP®, CeFT® Uncertainty is an uncomfortable word, especially if it is being used to describe our employment! Turbulent seems to be a good
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