The Planning Center, Inc.

The primary reason we invest, of course, is to make money. However, it’s also important to understand how tax on your investments is calculated and how it affects your outcomes. The tax efficiency of your investment activity can have a major impact on how much of your portfolio is truly available for your purposes. Learn more about the 4 kinds of taxes that can be applied to your investments, and some strategies to offset them: https://bit.ly/4gpc3RB #wealthmanagement #taxstrategies

We invite you to join our upcoming webinar: “Navigating Turbulent Markets” Thursday, February 20th at Noon CT / 10am PT / 1pm ET Hosted by TPC’s H. Jude Boudreaux, CFP®, GFP Fellow, Senior Financial Planner at the New Orleans office, this is an exclusive opportunity to hear from an industry leader about investing in the midst of a dynamic financial landscape. Featured guest Apollo D. Lupescu, PhD, Vice President at Dimensional Fund Advisors will provide insights into the current state of the markets and share strategies for navigating today's turbulent financial environment. There will also be an interactive Q&A session with webinar attendees. Key topics will include: • The market’s response to a new presidential administration, Fed actions, and inflation concerns • How investors can manage risk and leverage diversification in volatile times • The potential role of emerging technologies like Artificial Intelligence and Bitcoin in portfolios • Market performance and what investors should consider as we enter 2025 • Insights on navigating interest rates, government debt, and more Click here to learn more about this timely presentation and register to secure your spot: https://bit.ly/4huuPIM

The arrival of a tiny new family member is undoubtedly a momentous occasion filled with joy and anticipation. However, it also brings with it a host of financial considerations that can often be overwhelming. In our free on-demand webinar “Bundles of Joy: A Financial Guide to Welcoming and Nurturing Your New Addition,” we share valuable insights and practical tips to help you navigate the financial landscape of this incredible journey. https://bit.ly/40YbkCv #financialwebinar #familyfinances

You’ve been saving and investing for growth all these years, and now it’s almost time for your hard-earned savings to provide you income in retirement. How do you plan to balance income from investments with other sources, such as pensions, part-time work, and Social Security? The Planning Center team can help you assess your retirement readiness, create a sustainable income plan, and navigate the transition from saving to spending in retirement. https://bit.ly/3zFAsTy #retirementplanning

Dissolution of marriages that have lasted for 30 or more years is, unfortunately, on the rise according to US Census Data. And as difficult as the emotional challenges can be, couples divorcing in midlife or later often face a special set of financial difficulties. At this stage in life, one or both parties often have significant assets built up over decades of successful careers, and dividing the marital estate can become a complicated and contentious process. Here are some important considerations if you’re facing divorce later in life: https://bit.ly/45NfTAe #graydivorce #financialplanning

Start 2025 on the right financial footing! H. Jude Boudreaux, CFP®, GFP Fellow, Senior Financial Planner at The Planning Center, was featured in a recent CNBC article, sharing advice on building a financial to-do list for the new year. From paying off debt to mindful spending, Jude emphasizes the importance of aligning your budget with your goals and values. Discover actionable insights to help you take charge of your finances this year. Read the full article for more. https://cnb.cx/4as1Tyb #FinancialPlanning #MindfulSpending #2025Goals

Public-sector employees and their dependents received an extra Christmas gift in 2024 when Congress passed the Social Security Fairness Act (SSFA) and President Biden signed it into law. The SSFA repeals most or all of the provisions of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), both of which limited Social Security benefits payable to certain public-sector workers and their families. Our article explains what we know, so far. https://bit.ly/3WsQfxv

In our webinar “Marriage: Financial Planning Aspects to Consider,” CFP® Professional and Senior Financial Planner Matt Knoll shared tips for couples on merging finances, budgeting, managing debt, and much more. Hear why he says the first dollar you save for retirement is so important: #marriedfinances #financialplanning

Let’s face it: no one really looks forward to a discussion that touches on the passing of a loved one. Maybe that’s why so many families tend to avoid the topics of inheritance and estate planning. Meaningful discussions of inheritance and estate planning strategies are too often put off “until a better time,” which may not come during the life of the grantor. Here are tips for how to get past these communication obstacles—for those on both sides of an inheritance or estate plan. https://bit.ly/3Xxve5W #inheritance #wealthmanagement

We're hiring! #financialplannerjobs #chicagojobs     Join our financial planning career track as an Associate Financial Planner and build your path to becoming a lead relationship manager. Work alongside Senior Financial Planners to learn best practices, develop client relationships, and contribute to our team's success. With a competitive salary, benefits like 401(k) match, health insurance, paid parental leave, and opportunities for professional growth, we're excited for you to bring your unique value to TPC.    Apply below.   https://lnkd.in/gu_5SZFC