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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 more
How to Invest for Retirement with a Robo-Adviser
Sr. Planners and Partners, Michael Branham and Andrew Sivertsen were both quoted this week in USA Today online in How more
Setting Goals: From Resolution to Action to Benefit
by William “Marty” Martin The New Year is a time associated with new possibilities and new beginnings. Many of more
‘Practice’ Makes Retirement More Perfect
The Planning Center in the news with AARP: https://www.aarp.org/retirement/planning-for-retirement/info-2017/practice-retirement-fd.html
Key Questions for the Long-Term Investor
Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or more
Personal (Finance) Training
by Jude Boudreaux I don’t work out as much as I know I should, and perhaps you don’t either. We more
Preparing for the Unexpected
by JJ Sessions I am a big believer in the saying, “If you’re prepared, you will not fear.” So, as more
As January goes, so does the year?
As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.” more
Six Steps to Make Investing Easier than Reading Your Bank Statement
by Amber Miller Ladies, who manages your household finances? My guess is it’s you. While many households share financial responsibility more
Adventures with My Clients
by Michelle Maton As a financial advisor, I rarely get to spend quality time outside of the office with the more