Planning Challenge: Aging Clients, No Kids, Assisted Living Required
Cicily Maton quoted in story talking about strategies planners employ to help advise clients who do not children about how to find the right assisted living facility for themselves. Read whole article here: https://www.financial-planning.com/news/financial-advisors-help-childless-adults-find-assisted-living-facilities 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 […]
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 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.
Living to 100
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. Last week my business partner and I met with a colleague with whom we do business. After some friendly hellos, we asked, […]
How Investors Would Spend a Multimillion Dollar Lottery Win
Sr. Planner and Partner, Cicily Maton was interviewed and quoted by CNBC online talking about How Investors Would Spend a Multimillion Dollar Lottery Win. click to read the entire article. https://www.cnbc.com/2017/12/15/heres-how-investors-would-spend-a-multimillion-dollar-lottery-win.html 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 […]
How to Harness Mental Accounting to Instill Good Financial Habits
Sr. Planner and Partner, Cicily Maton was interviewed and quoted this week by the Wall Street Journal online in How to Harness Mental Accounting to Instill Good Financial Habits….click to read the entire article. This article has also been reprinted at Financial Advisor IQ Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner […]
What is a Transition?
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. The dictionary says that a transition is “a process or a period of change from one state or condition to another.” So, […]
What is the Cure for Financial Misbehaving?
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. I first heard the noted American economist and author Dr. Richard Thaler give a speech about something called “behavioral finance” over twenty […]
A Gift for Your Family
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. Imagine a situation in which some or all of the following circumstances were to happen to you. Marlene, the matriarch of a […]
The Messy Emotions Behind Money
By Cicily Maton, Retired Sr. Financial Planner & Marty Martin 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 of our partners in The Planning Center Chicago office Cicily Maton and our psychologist and financial coach Marty […]
