TPC’s Michael Branham recently presented Solving the Retirement Income Puzzle, as part of the Expedition to Retirement webinar series. To watch this informative webinar, complete 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
By Matt Knoll, CFP ®, Sr. Financial Planner Kids build their foundational skills and habits for life as they grow up, and as a parent or
TPC’s Dr Wm. “Marty” Martin recently presented The Psychology of Retirement, as part of the Expedition to Retirement webinar series. To watch this informative webinar, complete
TPC’s Andy Baxley recently presented, The 7 Things Successful Retirees Have in Common, as part of the Expedition to Retirement webinar series. To watch this informative
By Andy Baxley, CFP ®, CIMA ® Once upon a time, as a younger man, I was enamored with the FIRE (financial independence, retire early) movement.
By The Planning Center, Financial Planner Schedule a Free Consultation What is a bonus? – a bonus is an additional paycheck that is a (often large)
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,
Stay informed with the latest financial insights from our experts.
ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
The Planning Center © 2025
