Changing Tomorrows Starts Today
June 4, 2020
In any profession, one of the most difficult aspects of a crisis is finding the balance between being present and focused on what is happening now
In any profession, one of the most difficult aspects of a crisis is finding the balance between being present and focused on what is happening now
InvestmentNews recently announced that The Planning Center is on their “Best Places to Work for Financial Advisors” list for 2020. This means that TPC is one
Relationships can take on a different hue when money is involved. How should you respond when a loved one or close friend requests money? Autumn Campbell,
by Jude Boudreaux, CFP® The Biz New Orleans Magazine asked more than 500 local business leaders how they are dealing with the challenges of the global
The stock market has been in turmoil this week, with the fast spread of COVID-19, known as coronavirus, in the United States. It’s an unpredictable time,
When things get scary, we all look for something to protect us. A new approach, somebody who seems to have the latest and greatest idea. But,
Some good news – in the form of money – may be coming to Americans soon. On Tuesday, Treasury Secretary Steve Mnuchin said that the Trump
Autumn K. Campbell, Financial Planner, shares the importance of young financial advisors staying up to date on current technology to improve accuracy and efficiency within their
Marty Kurtz, Founder and Senior Financial Planner of The Planning Center, joins the Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit organization dedicated to expanding access to
A groundbreaking certification in the fast-growing field of sustainable, responsible and impact investing (SRI), becoming a Chartered SRI Counselor is no easy feat. But, a force
Life planning is more than just numbers. It’s about digging in and clarifying what a client REALLY wants from their life. In this interview, TPC Financial
Every investor out there knows just how STRESSFUL it can get. In this article, we learn a little bit more about TPC Psychologist, Marty Martin who
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