By Cicily Maton, CFP® CeFT®, Sr. Financial Planner Let’s start by defining asset allocation: it is the implementation of a strategy to balance the reward an
By Cicily Maton, CFP® CeFT®, Sr. Financial Planner About twenty-five years ago Michelle, TPC Partner and my daughter, were on our way to a financial planning
By Cicily Maton, CFP® CeFT® Most of us do not even think of “life events” as transitions. Unless, of course, it is one of the biggies,
By Cicily Maton, CFP® CeFT® We all know there is a presidential election coming. It’s in the news, on television, Tweets, Facebook, Zoom. We can’t get
TPC’s Cicily Maton, CFP ®, CeFT ®, was recently interviewed by Authority Magazine to help investors answer the question: What should I do with my money
By Matthew Sivertsen, CFP® and Cicily Maton, CFP® As financial planners, we are consistently faced with helping people understand various concepts related to money. One
By Cicily Maton, CFP® There are roughly 75 million baby boomers living in the United States. According to the U. S. Census Bureau, millennials actually
AdvisoryHQ has recognized The Planning Center in its 2019 ranking of the “11 Best Financial Advisors & Wealth Management Firms in Chicago, IL” Read the whole
Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how to adopt healthy habit to boost morale and avoid burnout. In this article,
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
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
By Cicily Maton, CFP® One day any one of us could face the sobering reality of having to choose how much—or how little—medical treatment to undergo.
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NEW ORLEANS
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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
Suite 18 – The Rink
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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