Cicly Maton

Be Partners in Finances As Well As in Life

Cicily Maton is featured in this syndicated NerdWallet/ USA TODAY story on what people should know about their spouses investments. Read whole article here: https://www.independentmail.com/story/money/personalfinance/2018/09/03/does-spouse-do-financial-planning-partners-finances-and-life/1088352002/ Cicily Maton

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Matt Knoll, CFP® - Sr. Financial Planner

What is behind a CFP®?

What is behind a CFP®? by Matt Knoll As a young professional there are milestones, both personally and professionally that are strived for.  Getting married, buying

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National Retirement Planning Week

You may know that April is Financial Literacy Month. What you may not know that last week was National Retirement Planning Week. While the whole month’s focus

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Protecting What Hurts

My daughter recently broke her arm.  There was no spectacular fall or story, just a fall like any number of hundreds of other tumbles she’s taken

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Budgets, Cash, and Principles.

During a recent bout with writer’s block, I asked my friends on Twitter (I’m @HJudeBoudreaux) for financial topics that they’d like to see addressed.  One mentioned

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