The Psychology of Retirement
May 18, 2021
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 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,
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
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