

Charitable Donations for Taxes
by Anina DeTommaso Like it or not, tax preparation should be a year-round endeavor. To maximize your deductions for charitable giving at tax time, be sure
by Anina DeTommaso Like it or not, tax preparation should be a year-round endeavor. To maximize your deductions for charitable giving at tax time, be sure
by Nancy Caldie As a baby boomer, my interest in reading Ashlee Veneman’s article, Working with Millennials, was peaked from the very first line. “I came
by Matt Sivertsen Recently an online headline caught my attention. It read, “Why do professional golfers need caddies?” I clicked on it to read what Richard
by Ashlee Veneman This article was recently reposted on forbes.com – you can also read the full article here: I came across a very interesting meme
My grandfather’s name was Gale. He was an interesting guy, one of those people who was wise beyond his years because he had lived through some
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
By The Planning Center, Financial Planner Schedule a Free Consultation So you’re looking for a financial advisor. You’ve heard all the titles: Financial Advisor. Investment Advisor. Registered
I travel frequently, and the routine of air travel these days can become monotonous. Wait at the gate for your “zone” to be called. Jostle for
This is the second in a series of articles on staying safe online and best practices for securing your computer, your accounts, and the data you
Thinking clearly about money is challenging. Acting in alignment with your goals about money is also challenging. Most of us want to be good stewards of
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
By The Planning Center, Financial Planner Schedule a Free Consultation Designing, coaching & contagious behaviors For most of my life I struggled to find my own
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
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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