The Planning Center, Inc.

Meet Brett Lee, Chief Compliance Officer, working out of the Moline office. Brett is committed to navigating The Planning Center through complex legal and regulatory environments to protect the organization and clients. A lifelong learner, Brett has earned a JD, an MBA, and a certificate in Cybersecurity Risk Management, and is a Certified Securities Compliance Professional (CSCP). Brett shares that his favorite travel destination is wherever his favorite people are. Learn more about him and the rest of the team: https://bit.ly/42hsJpm #meetourteam #financialplanning

At The Planning Center, our asset and debt management services focus on optimizing your financial position by strategically managing both what you own and what you owe. It's a holistic approach that aims to improve your overall financial health and stability. We’ll work with you to establish your true net worth and use it as a barometer to track your progress. The goal is to grow your net worth over time through a combination of savings, debt reduction, and prudent investing. #financialplanning #assetmanagement

One of the simplest estate planning tools is the beneficiary designation for IRAs or other retirement accounts, insurance policies, annuities, and other accounts. Unfortunately, it is also one of the most frequently overlooked, which can lead to some undesirable—though very avoidable—consequences. Our article outlines why beneficiary designations matter. https://bit.ly/4jjpC7l

Life is dynamic and ever-evolving. Events like marriage, divorce, the birth of a child, a new home purchase, or a career change can significantly impact your insurance needs. A regular review can determine whether your coverage aligns with your current situation to provide you and your family the protection you need. We discuss the basic types of insurance and offer some scenarios for insurance that you might not have considered before: https://bit.ly/3ScDAMV #insurance #financialplanning

The joys of parenthood are truly unique and special, and while the early days are often consumed by the immediate demands of caring for your infant, it's not too soon to begin planning your family's financial future. Once you've settled into a routine, consider this milestone as an opportunity to organize your finances. By implementing thoughtful strategies now, you can lay a strong foundation for your family's prosperity for generations to come. We help growing families plan for the future. #financialplanning #familyfinances https://lnkd.in/gKRq9KYh

One important question that all who are approaching retirement should consider is how taxes will impact their retirement income. Especially since most retirees will be “spending down” their retirement nest egg for living expenses, making it last as long as possible is a high priority. The more you can minimize the bite taxes will take out of it, the longer you’ll be able to depend on your nest egg to take care of your needs. Here are tips to help prepare you to make better and more tax-efficient decisions around your retirement income: https://bit.ly/4jZHAwn #retirementplanning #taxstrategies

In our latest webinar, H. Jude Boudreaux, CFP®, GFP Fellow, Sr. Financial Planner with The Planning Center, discussed the importance of diversification in global investing. With U.S. markets outperforming, should investors focus solely on domestic stocks, or does international diversification still have a place in a portfolio? Watch the full discussion for insights on how global market trends may impact your investment approach. https://bit.ly/4kPGSTd #MarketTrends #Investing #Diversification #GlobalEconomy #FinancialPlanning

The Planning Center’s H. Jude Boudreaux, CFP®, GFP Fellow is featured in an NBC News article focused on the deep concern 401(k) holders are experiencing around recent stock market volatility. More specifically, financial planners across the country are seeing a surge in calls from anxious retirement account holders. “The goal with any of these things is to respond—and not react,” shares Jude. If you’re concerned about how Wall Street is affecting your retirement planning, the team at The Planning Center can work with you to create a plan that is customized to your unique situation. Read the full article here: https://nbcnews.to/4487gl0

Don’t miss our upcoming webinar: “Inheritance and Sudden Money – Planning for Unexpected Wealth” Thursday, April 17th at Noon CT / 10am PT / 1pm ET Receiving a financial windfall can be both a blessing and a challenge. Without proper planning, sudden money can disrupt your financial stability or lead to missed opportunities. Hosted by The Planning Center’s Matt Sivertsen, CFP®, CeFT®, this webinar will equip you with the tools to take control and make thoughtful decisions when managing a significant financial transition. We’ll wrap up with a Q&A session to address your specific questions. Whether you’re anticipating an inheritance or have recently come into sudden wealth, this webinar will offer practical advice and real-world examples. What we’ll cover: • Navigating Emotional Responses to Sudden Wealth • Protecting and Preserving Your Newfound Assets • Tax Considerations and Legal Requirements • Strategic Charitable Giving and Philanthropy • Developing a Long-Term Wealth Management Plan • Family Conversations: How to Address Expectations and Intentions Click to learn more and register to secure your spot: https://bit.ly/3E6cBib

For most retirees, quality of life and affordability of care are at the top of the list when making decisions about retirement lifestyles. And with some 10,000 Baby Boomers retiring daily, demand is rising for continuing care retirement communities (CCRCs). But how are CCRCs different from other retirement options? Our article provides some basic information.https://bit.ly/4iI5lrC