The Tulsa World interviews The Planning Center’s Autumn Campbell, CFP®, on the new generation of financial planners and the challenges for the millennials and other younger
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. So often, in a financial planning meeting, I will ask a client, “Do you have
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
AdvisoryHQ has recognized The Planning Center in its 2019 ranking of the “11 Best Financial Advisors & Wealth Management Firms in Chicago, IL” Read the whole
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 Dr. William “Marty” Martin Seasons come and go. In most places, the weather changes throughout the year. Engaging with nature reminds us of the rhythms
by Dr. William “Marty” Martin “Oh, how I wish I had more time.” “You can’t go around wasting your time.” “I was so engaged that I
Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how the core of financial planning is protecting yourself. In this article, Cicily explains how
by Dr. William “Marty” Martin For many, celebrating the New Year means making resolutions. As January fades away, so, too, do our actions regarding our commitments
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 JJ Sessions, CFP® At church yesterday, I noticed a large basket overflowing with fresh vegetables behind a sign inviting everyone to take whatever they wanted. I
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
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