Staying Put: Planning Tips for Aging in Place
The fact that many of us will enjoy longer lifespans brings up some questions that our ancestors didn’t need to consider: How do I want to spend my retirement years? How much will it cost to live the way I want to live? Do I want to continue to work part-time after retirement—or even start a new career? All of these considerations are important, but there is one more that perhaps trumps them all: Will I stay in my home, or move into a retirement community?
Divorce in Mid-Life and Later: The Financial Ramifications
For various reasons, the divorce rate in the United States is falling—except for one important demographic: those 50 and older. Dissolution of marriages that have lasted for 30 or more years is, unfortunately, on the rise, having doubled since the 1990s, according to US Census Data.
LGBTQ+ Financial Planning: Some Important Considerations
While many important advances have been made in recent years in both the legal and social landscape, LGBTQ+ individuals still face many unique challenges, many of which have financial implications. This means that LGBTQ+ persons, whether single, partnered, or legally married, need financial planning advice that recognizes and takes into account these special challenges.
What Women Need to Know about Divorce and Finances
Facing up to the reality of a failed marriage is one of the most difficult life passages anyone can be called to make. No matter who initiates the dissolution of a marriage, it is tough for everyone involved: emotionally, legally, socially, and financially.
Women, Divorce, and Social Security: Knowing Your Options
While it is true that the overall rate of divorce in the US is falling, there is one segment of the population that is running counter to the trend: divorces in marriages that have lasted 30 years or more.
How to Financially Plan for a Career Change
By Michelle Maton, CFP®, CeFT®, Sr. Financial Planner In 2021, a record-breaking 47.4 million Americans
Required Minimum Distribution (RMD) Suspended for 2020
by Michelle Maton, CFP®, EA, CeFT™ As a part of the Coronavirus Air, Relief and
My Escape to Sylvan
by Michelle Maton, CFP® Sometimes the risks we take are embodied by the life choices
Year-End Tax Tips
by Michelle Maton, CFP® & Rob Baner, CPA Now that we’re settling into the revisions
When Life Changes, How Does it Change You?
by Michelle Maton, CFP® Have you ever been blindsided by a life event or by
Setting Successful Financial Goals for 2019
Michelle Maton, CFP®, CeFT®. Partner & Senior Financial Planner in the Chicago office of The
Holiday Spending 2018
by Michelle Maton, CFP® Spending this holiday season is estimated to run up to $1
