Center for Financial Planning, Inc.

06/23/2026

Retirement isn't just about generating income. It's about keeping more of what you've earned. Smart tax planning can help you manage Social Security taxation, maximize Roth conversion opportunities, and create a more tax-efficient withdrawal strategy that supports your long-term financial goals.

centerfinplan.com

06/21/2026

Happy Father's Day to all dads, mentors, and father figures! Hoping your day is filled with smiles, laughter, and good memories 😄💙

06/19/2026

Our office will be closed today, Friday, June 19th, in observance of Juneteenth. We look forward to replying to any messages when we return on Monday, June 22nd!

06/17/2026

We're just one day away!

If you're thinking about college planning—for your children or grandchildren—this is a session you won't want to miss.

The Hidden Benefits of College Savings Plans
📅 Tomorrow, June 18
⏰ 6:00 PM (Zoom)

Join Bob Ingram, CFP®, and Jon Scott as they break down advanced strategies, tax benefits, and financial aid considerations you need to know.

Reserve your spot now and join us tomorrow evening! https://www.raymondjamesconnect.com/aOv8Rx

06/16/2026

Our 2026 Longevity Virtual Conference emphasized the importance of planning for longer lives while equipping caregivers with practical tools and meaningful support.

From stress-testing financial plans and documenting key wishes to prioritizing one's own well-being, the discussion was centered on helping caregivers make thoughtful, informed decisions for the road ahead. Learn more:

centerfinplan.com

06/11/2026

Are you making the most of your college savings strategy?

In our upcoming webinar, The Hidden Benefits of College Savings Plans featuring Bob Ingram, CFP® and Jon Scott of TIAA-CREF, you'll discover how to:

- Compare different education savings approaches
- Maximize tax advantages
- Understand financial aid implications
- Use advanced strategies like "superfunding"

📅 June 18 | 6:00–7:00 PM (Zoom)

Register now to gain practical, strategic insights! https://www.raymondjamesconnect.com/aumYeX

06/09/2026

Stock options can be a powerful wealth-building tool—but it's important to understand when to vest, exercise, and sell. Learn how Non-Qualified Stock Options (NQSOs) work, the tax implications at each stage, and key planning considerations to help you maximize their value.

centerfinplan.com

06/05/2026

We loved opening our doors for Take Your Child to Work Day and giving our team members' kids a behind-the-scenes look at what we do every day. From meeting new friends to exploring the office and learning about different roles, it was a day full of curiosity, creativity, and lots of smiles! 😊

Check out the highlights in our video! https://www.raymondjamesconnect.com/aFJ37w

06/04/2026

Recent FAFSA changes have opened up new opportunities for families—especially grandparents—to support a child's education without impacting financial aid eligibility.

Join Bob Ingram, CFP® and TIAA-CREF Education Savings Consultant Jon Scott for an insightful webinar:

The Hidden Benefits of College Savings Plans
📅 Thursday, June 18
⏰ 6:00–7:00 PM (via Zoom)

Learn smart strategies to maximize tax benefits, navigate financial aid, and build a meaningful legacy.
Save your spot today! https://www.raymondjamesconnect.com/amxr42

06/02/2026

We're excited to welcome not one, but two new team members to The Center! Meet Jackson Prepolec, who joins as a Client Service Associate, and Ashlen Woodard, our new Client Service Administrator–Receptionist. We're thrilled to have them both on board and look forward to the energy and expertise they bring to our team! 😊