Understanding Asset Allocation – The First Step in Investment Decision Making
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 on her legacy in the Chicago office. Let’s start by defining asset allocation: it is the implementation of a strategy to balance the reward an investor is hoping for […]
Three Steps to Make Good Financial Decisions
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 on her legacy in the Chicago office. About twenty-five years ago Michelle, TPC Partner and my daughter, were on our way to a financial planning conference. It was there […]
Life Transitions- How Emotions Can Dismantle Our Ability to Make Good Decisions
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 on her legacy in the Chicago office. Most of us do not even think of “life events” as transitions. Unless, of course, it is one of the biggies, like […]
Presidential Elections and the Market
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 on her legacy in the Chicago office. We all know there is a presidential election coming. It’s in the news, on television, Tweets, Facebook, Zoom. We can’t get away […]
Cicily Maton: Investing During The Pandemic
TPC’s Cicily Maton, CFP ®, CeFT ®, was recently interviewed by Authority Magazine to help investors answer the question: What should I do with my money considering all of the volatility and uncertainty today? Click here to read the interview. Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT® […]
Choosing Between a Lump Sum and Future Payments
By Matthew Sivertsen, CFP® and 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 on her legacy in the Chicago office. As financial planners, we are consistently faced with helping people understand various concepts related to money. One concept […]
Living Longer, Healthier, and Happier
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 on her legacy in the Chicago office. There are roughly 75 million baby boomers living in the United States. According to the U. S. Census Bureau, millennials actually […]
Advisory HQ names The Planning Center in their 2019 Ranking of the Top Financial Advisors in Chicago.
AdvisoryHQ has recognized The Planning Center in its 2019 ranking of the “11 Best Financial Advisors & Wealth Management Firms in Chicago, IL” Read the whole article here: https://www.advisoryhq.com/articles/top-financial-advisor-chicago-reviews-of-chicago-best-advisors-planners/
Advisors Adopt Healthy Habits To Boost Morale And Avoid Burnout
Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how to adopt healthy habit to boost morale and avoid burnout. In this article, Cicily explains the importance of clearing your mind. Read the whole article here: https://www.investors.com/financial-advisors/advisors-share-healthy-habits/ Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT® […]
Coming Soon: Living Longer, Healthier, and Happier
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 on her legacy in the Chicago office. Back in January, I committed to writing an article about longevity. I was going to explain how longevity is providing all of […]
Scary but Necessary: How to Make Medical Decisions When You Are Out Of It
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 one prepares if they are too old or infirm to decide on life-saving surgery options. Read the whole article here: https://www.forbes.com/sites/lawrencelight/2019/01/23/scary-but-necessary-how-to-make-medical-decisions-when-youre-out-of-it/#76d974c3c7ff Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. […]
Having “The Talk” with Loved Ones
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 on her legacy in the Chicago office. One day any one of us could face the sobering reality of having to choose how much—or how little—medical treatment to undergo. […]
