Recently, we had a new addition to the Planning Capital Management team, Paul McClatchy. Paul joined us as a Senior Financial Planner just a short while ago, and at a recent meeting he happened to bring up his reasons for…
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Raising Financially Aware Kids: A Video Recap from October’s Event
Last month, we hosted a lecture on the topic of “Raising Financially Aware Kids“, where guest speaker Teresa Stewart covered everything from when to start talking to your kids about money, to the best approaches on how to help them…
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3 Tips to Prep your Finances for the End of the Year
Yes, it’s only October, but that doesn’t mean you shouldn’t be taking some steps now to get your finances in good shape for the end of year. We pulled together our top three recommendations for what to focus on, courtesy…
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7 Questions to Cover in Your First Meeting with a New Financial Advisor
You may have seen those Schwab commercials that have been running the past few weeks. They do a great job of addressing some of the things you should be thinking about when you talk to a new financial advisor. One…
Read MoreA Q&A with Dan Brady, the New Planning Capital VP
If you’re familiar with Planning Capital, chances are you’ve worked with or spoken to Daniel Brady at some point. Dan’s been with the team since 2013, but most recently he’s stepped up to the role of company Shareholder and VP….
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