Should You Use Reddit for Retirement Advice?
What’s the best use of Reddit’s retirement subchannel? It’s a good place to start your journey. But there are some cautions along the way. Senior planning
What’s the best use of Reddit’s retirement subchannel? It’s a good place to start your journey. But there are some cautions along the way. Senior planning
Marty Kurtz, CFP® and Michael Branham, CFP® awarded the 2017 Heart of Financial Planning Award for their commitment to the profession by the Financial Planning Association. by
By Robert Powell Published May 19, 2017 at www.marketwatch.com Read the entire article here: Honoring the man who forever changed the financial planning profession Dick Wagner always asked, ‘So, what
Andrew Sivertsen, CFP® Named One of FA Magazine’s 10 Young Advisors To Watch May 1, 2017 – FA Magazine recently named Andrew Sivertsen, CFP® as one
By Tobias Salinger Published April 25, 2017 at www.financial-planning.com Read the entire article here: How the late Dick Wagner, the ’oracle’ of financial planning, paved advisers’ way BRASELTON, Ga.
The Quad Cities Times interviewed Marty Kurtz, CEO and Eric Kies, President on the growth of The Planning Center and what it means for the next generation. The
The new year brings a sense of urgency to make changes in our lives and become better than we were before. This article has been reprinted
Putting Money in the Context of Life Financial Life Planning is a holistic process that will help you to clarify your values and guide you in
An advisor’s role includes dealing with your clients’ behaviors, and helping them understand how their behavior will be a determining factor in itemizing what needs to
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