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Choosing Between a Lump Sum and Future Payments
By Matthew Sivertsen, CFP® and Cicily Maton, CFP® As financial planners, we are consistently faced with helping people understand more
Living Longer, Healthier, and Happier
By Cicily Maton, CFP® There are roughly 75 million baby boomers living in the United States. According to the U. more
Advisory HQ names The Planning Center in their 2019 Ranking of the Top Financial Advisors in Chicago.
AdvisoryHQ has recognized The Planning Center in its 2019 ranking of the “11 Best Financial Advisors & Wealth Management Firms more
Advisors Adopt Healthy Habits To Boost Morale And Avoid Burnout
Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how to adopt healthy habit to boost morale more
Coming Soon: Living Longer, Healthier, and Happier
By Cicily Maton, CFP® Back in January, I committed to writing an article about longevity. I was going to explain more
Scary but Necessary: How to Make Medical Decisions When You Are Out Of It
Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how the core of financial planning is protecting yourself. more
Having “The Talk” with Loved Ones
By Cicily Maton, CFP® One day any one of us could face the sobering reality of having to choose how more
Planning Challenge: Aging Clients, No Kids, Assisted Living Required
Cicily Maton quoted in story talking about strategies planners employ to help advise clients who do not children about how more
Be Partners in Finances As Well As in Life
Cicily Maton is featured in this syndicated NerdWallet/ USA TODAY story on what people should know about their spouses investments. more
Living to 100
By Cicily Maton, CFP® Last week my business partner and I met with a colleague with whom we do business. more