
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
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
A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops
By Cicily Maton, CFP® Back in January, I committed to writing an article about longevity. I was going to explain how longevity is providing all of
With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses.
by Dr. William “Marty” Martin Seasons come and go. In most places, the weather changes throughout the year. Engaging with nature reminds us of the rhythms
Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the
by Dr. William “Marty” Martin “Oh, how I wish I had more time.” “You can’t go around wasting your time.” “I was so engaged that I
by Andrew Sivertsen, CFP® For many of us, the topic of longevity isn’t something about which we spend a lot of time thinking. We all hope
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
Andrew Sivertsen, CFP®, CeFT®, Partner/Sr. Financial Planner in the Quad Cities office of The Planning Center discusses with Sarah Ritter of Quad City Times, how year
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
Matt Sivertsen, CFP®, CeFT®, Partner and Senior Financial Planner in the Quad Cities office of The Planning Center, discusses how with the right tools, New Year’s can
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ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
NEW ORLEANS
2727 Prytania Street
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New Orleans, LA 70130
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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