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
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
by Michelle Maton, CFP®, EA, CeFT™ As a part of the Coronavirus Air, Relief and Economic Security Act (CARES Act) RMD’s were waived for 2020.
by Michelle Maton, CFP® Sometimes the risks we take are embodied by the life choices we make. Typically, one of my responsibilities as a financial planner
by Michael A. Branham, CFP® Life is full of surprises and transitions. Weddings, the birth of a child, a new job/promotion, or a financial windfall would
by Michelle Maton, CFP® Have you ever been blindsided by a life event or by your feelings about it? When a spouse or parent or child
by Michael A. Branham, CFP® Our lives are rarely, if ever, in neutral. New experiences inform us daily, new surprises (good and bad) occur frequently, and
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
In the past, the transition to retirement has been viewed solely as an economic event. As a result, the focus of retirement planning has primarily been
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