The Planning Center’s Partner and Senior Financial Planner Andrew Sivertsen CFP(r) and CeFT (r) featured in the Quad City Times discussing year-end planning for charitable giving
The Planning Center’s Financial Planner Autumn Campbell CFP®, discusses what potential homebuyers should consider before buying their first home. Read the entire article here: https://www.forbes.com/sites/kateashford/2018/10/31/firsthome/ Jude Boudreaux,
Planning Center Partner/Sr. Financial Planner Andrew Sivertsen, CFP®, CeFT® discusses how free credit freezes can protect people against identity theft. Read the entire article here>>>
Senior Financial Planner Jude Boudreaux, CFP(r) discusses realistic ways to approach retirement with Sarah Ravits of The Gambit. Read whole article here>>>
Congratulations to The Planning Center’s Autumn Campbell, who services clients out of the Tulsa and New Orleans offices was recently awarded the prestigious CFP(®) Designation. Read
Marty Kurtz talks to QC Times answering difficult to ask financial planning questions. Click here to read the whole article >> The Planning Center is a
Jude Boudreaux of The Planning Center discusses how finding the right fee to charge for financial planning services is getting trickier. Read the whole article here: https://www.thestreet.com/personal-finance/financial-planners-rethink-their-fees-as-tech-makes-inroads-14704528
Cicily Maton quoted in story talking about strategies planners employ to help advise clients who do not children about how to find the right assisted living
Andrew Sivertsen discusses with Sarah Ritter how young people can start to build better credit. Read whole article here>>>
Cicily Maton is featured in this syndicated NerdWallet/ USA TODAY story on what people should know about their spouses investments. Read whole article here: https://www.independentmail.com/story/money/personalfinance/2018/09/03/does-spouse-do-financial-planning-partners-finances-and-life/1088352002/ Cicily Maton
By The Planning Center, Financial Planner Schedule a Free Consultation Business reporter Sarah Ritter discusses with The Planning Center’s Amber Miller why women need to talk about
What is behind a CFP®? by Matt Knoll As a young professional there are milestones, both personally and professionally that are strived for. Getting married, buying
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