The Planning Center, Inc.

Meet Caleb Arringdale, a TPC tax advisor working out of the Quad Cities office. Caleb specializes in individual and small business taxation and accounting and understands how important small businesses are to the fabric of a community. In his free time, Caleb does volunteer work and plays saxophone and piano. Learn more about Caleb: https://bit.ly/3Yr2gEW

In our free on-demand webinar “Unraveling the Financial Journey of Divorce,” TPC Certified Financial Planner® Michelle Maton shares practical advice and guidance to help you make informed decisions about your finances during this difficult life transition. Topics include equitable asset division, post-divorce financial planning, and uncovering hidden assets. https://bit.ly/4h0Xs0e #divorcefinances #lifechanges #freewebinar

Financial planning can be an important tool for new parents navigating the financial challenges and opportunities that come with parenthood. Balancing short-term expenses like diapers, car seats, and childcare with long-term goals like saving for college and retirement requires careful and strategic planning. The Planning Center can help new parents build a strong foundation by creating a personalized financial plan that addresses their unique needs and helps them secure a brighter future for themselves and their children. https://bit.ly/3OtJSoC #youngfamilies #newbaby #financialplanning

Many Baby Boomers are divorcing, and frequently, women are initiating the divorce--66% of the time, according to research by AARP. Women in this generation came of age at a time when finance and investment were still largely considered a “men’s game,” and as a result, they might be at risk of losing significantly on the financial front in divorce. A financial advisor can help make informed decisions and protect a woman’s financial well-being during this challenging time. https://bit.ly/3xDKljo

Over time, your financial needs will evolve. The transitions you experience in life–marriage and family, wealth accumulation, your career–require a dynamic perspective on priorities, strategies, and goals. Whatever stage of life you are in, the team at The Planning Center has the tools and knowledge to support you every step of the way. https://lnkd.in/dQ_VR2wm #financialplanning #personalservice #lifechanges

For families with significant assets, making smart use of the annual gift exclusion and the lifetime gift exemption can be useful tools for both transferring wealth to the next generation and also reducing the impact of estate taxes on heirs and other beneficiaries. But the approach of the 2025 “sunset” of many of the higher exemption limits could impact some of these plans. Our article provides some important tips. https://bit.ly/3UBJHvF

Is retirement abroad part of your future plans? TPC Senior Financial Planner Jude Boudreaux shared insights on this growing trend in a recent article for CNBC's “Your Money.” Read about some of the advantages and important considerations before making this big move. https://cnb.cx/4eLqaAS #retirement #financialplanning #expat

Bad news travels fast. Media companies understand human emotion better than most people. That's why they put a "priority on signals of fear or uncertainty or stress," said Christian Newton of Dimensional Fund Advisors when he joined H. Jude Boudreaux, CFP®, GFP Fellow, for our recent webinar, "Investing in an Uncertain Tomorrow." The human brain responds powerfully to these negative signals, meaning we consume more bad news stories. Maybe the Italians are right when they say, 'Nulla nuova, buona nuova.' No news is good news! You can watch the full webinar on our website here: https://lnkd.in/gZNfzP6S #InvestingWebinar #Dimensional

Even though it seems counter-intuitive, sometimes taking a loss can be a smart investment move. Through a technique known as “tax-loss harvesting,” recognizing a loss on an investment that is down in value can position you for future tax advantages as you manage your portfolio. Our article explains. https://bit.ly/4gOKdQl

Unlike the latest slow cooker recipe, your estate plan is not a “set-it-and-forget-it” matter. Because things change—like tax laws and your personal circumstances—it requires ongoing review and, sometimes, revision. Our article provides some tips for things you need to keep tabs on to make sure your estate plan stays right for your intentions. https://bit.ly/47TwR0T