What Women Need to Know about Divorce and Finances
Facing up to the reality of a failed marriage is one of the most difficult life passages anyone can be called to make. No matter who initiates the dissolution of a marriage, it is tough for everyone involved: emotionally, legally, socially, and financially.
Women, Divorce, and Social Security: Knowing Your Options
While it is true that the overall rate of divorce in the US is falling, there is one segment of the population that is running counter to the trend: divorces in marriages that have lasted 30 years or more.
How to Financially Plan for a Career Change
By Michelle Maton, CFP®, CeFT®, Sr. Financial Planner In 2021, a record-breaking 47.4 million Americans voluntarily quit their jobs. According to the Labor Department that amounts to about three percent of all workers in the U.S. It’s being called The Great Resignation, and it represents an unprecedented shift in the labor market. The pandemic has […]
Required Minimum Distribution (RMD) Suspended for 2020
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. The Required Minimum Distribution suspension includes IRA’s, employer retirement plans, plus 403(b) and 457(b) plans. Those reaching age 70 ½ in 2019 can suspend 2019 RMD, as well as […]
My Escape to Sylvan
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 is to reduce the element of financial risk in my clients’ lives. However, there are unique situations when I fully support taking on sizable risks. Such is the case […]
Year-End Tax Tips
by Michelle Maton, CFP® & Rob Baner, CPA Now that we’re settling into the revisions of the Tax Cuts and Jobs Act, we find though much has changed under tax reform, many tax savings strategies still remain relevant. The tax law makes itemized deductions very limited for most taxpayers. In addition, the standard deduction is […]
When Life Changes, How Does it Change You?
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 died, or when you retired or got divorced, or when you sold your business, were you confused and exhausted—on your best days? Did you have a tough time making […]
Setting Successful Financial Goals for 2019
Michelle Maton, CFP®, CeFT®. Partner & Senior Financial Planner in the Chicago office of The Planning Center is featured on ABC7 Chicago discussing how to set successful financial goals for the New Year and reaching financial freedom. Watch the entire interview here: https://abc7chicago.com/finance/setting-successful-financial-goals-for-2019/4943130/
Holiday Spending 2018
by Michelle Maton, CFP® Spending this holiday season is estimated to run up to $1 trillion (yes, that is trillion with 12 zeros). We will spend $2.2 million on 400 million Christmas trees. We will spend $5 million on our pets. Forty-six percent of us will do our shopping online. And how will we pay […]
How to Save on Your Taxes
by Michelle Maton, CFP® & Rob Baner, CPA It is the biggest tax overall in nearly a generation. The Tax Cuts and Jobs Act of 2017 (TCJA) was enacted in December of 2017 and its reverberations will be felt for years to come. Though much has changed under this new tax reform, many tax savings […]
When Clients Acquire Vast Wealth, Advisors Are A Priceless Resource
Michelle Maton, Sr. Financial Planner & Partner in our Chicago office was quoted in Investor’s Business Daily discussing When Clients Acquire Vast Wealth, Advisors Are a Priceless Resource… Click to read the entire article >>
Adventures with My Clients
by Michelle Maton As a financial advisor, I rarely get to spend quality time outside of the office with the many clients I have grown close to over the years. That changed when I decided to invite clients to join me in my travels. My first trip to Peru, one of my favorite travel destinations, […]
