Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how the core of financial planning is protecting yourself. In this article, Cicily explains how
by Dr. William “Marty” Martin Reflect on the days when you had more than enough money to pay your bills. Now picture yourself just squeezing by
by Dr. William “Marty” Martin Life is lived in the present. Though memories take us back to the past, so do lessons learned from good and
By Cicily Maton, Retired Sr. Financial Planner Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT® Sr. Financial Planner carry
The Planning Center’s Financial Planner Autumn Campbell CFP®, discusses what potential homebuyers should consider before buying their first home. Read the entire article here: https://www.forbes.com/sites/kateashford/2018/10/31/firsthome/ Jude Boudreaux,
The Planning Center’s Jude Boudreaux outlines a more realistic approach to saving for retirement by the decades. Read the entire article here: https://www.theadvocate.com/gambit/new_orleans/cue_magazine/article_365a87a8-a7bc-11e8-b7ca-e7d79652443e.html
by William “Marty” Martin There is a beautiful metaphor for financial life planning. It’s a trapeze. Picture the trapeze artist letting go of one bar ready
Major life and money changes create a new, unknown zone of life transition. We provide a tool that can help. Money is more complex than we
This is a guest blog post originally printed at www.suddenmoney.com and reprinted with permission granted by the Financial Transitionist Institute. After a handful years of studying
Life seems to be coming at us faster and faster. At times, the demands on decision making are overwhelming. One way financial planners stop the merry-go-round
By Andrew Sivertsen On August 30, 2016, my wife, Amy, and I welcomed our new baby daughter Virginia “Ginny” Jeanne Sivertsen into the world. Both the
By Mike Branham If there is one common theme during which our clients, or prospective clients, often rely on our skills as financial planners, it’s in
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