Skip to content
ThePlanningCenter-logo
  • (888) 333-6986
ThePlanningCenter-logo
  •  (888) 333-6986
  • Home
  • Who We Are
  • What We Do
  • When We Help
    • Birth of a Child
    • Career Change
    • Loss of a Loved One
    • Marriage
    • Retirement
    • Sudden Money
  • Schedule A Call
  • Blog
  • Client Login
Menu
  •  (888) 333-6986
  • Home
  • Who We Are
  • What We Do
  • When We Help
    • Birth of a Child
    • Career Change
    • Loss of a Loved One
    • Marriage
    • Retirement
    • Sudden Money
  • Schedule A Call
  • Blog
  • Client Login
  •  (888) 333-6986
  • Blog
  • Client Login
Menu
  •  (888) 333-6986
  • Blog
  • Client Login
  • Home
  • Who We Are
  • What We Do
  • When We Help
    • Birth of a Child
    • Career Change
    • Divorce
    • Loss of a Loved One
    • Marriage
    • Retirement
    • Sudden Money
  • Schedule A Call
Menu
  • Home
  • Who We Are
  • What We Do
  • When We Help
    • Birth of a Child
    • Career Change
    • Divorce
    • Loss of a Loved One
    • Marriage
    • Retirement
    • Sudden Money
  • Schedule A Call

Your Insights

  • assets, Cicily Maton, decisions, investment advice

Understanding Asset Allocation – The First Step in Investment Decision Making

September 20, 2021

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

more »

Three Steps to Make Good Financial Decisions

May 18, 2021

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

more »
life transitions

Life Transitions- How Emotions Can Dismantle Our Ability to Make Good Decisions

February 23, 2021

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,

more »
elections

Presidential Elections and the Market

September 19, 2020

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

more »
Cicily Maton Investing During The Pandemic

Cicily Maton: Investing During The Pandemic

September 13, 2020

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

more »

Choosing Between a Lump Sum and Future Payments

September 6, 2019

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

more »

Living Longer, Healthier, and Happier

April 19, 2019

  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

more »

Advisory HQ names The Planning Center in their 2019 Ranking of the Top Financial Advisors in Chicago.

April 3, 2019

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

more »
Cicly Maton

Advisors Adopt Healthy Habits To Boost Morale And Avoid Burnout

April 1, 2019

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,

more »

Coming Soon: Living Longer, Healthier, and Happier

March 8, 2019

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

more »
Cicly Maton

Scary but Necessary: How to Make Medical Decisions When You Are Out Of It

January 23, 2019

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

more »

Having “The Talk” with Loved Ones

November 16, 2018

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.

more »
Page1 Page2

Categories

Categories
  • Advisor’s Corner
  • Market Commentary
  • Resources & Tools
  • TPC In The News
Search

Make Smarter Decisions

Stay informed with the latest financial insights from our experts.

Select list(s) to subscribe to


By submitting this form, you are consenting to receive marketing emails from: The Planning Center, Inc., 1615 5th Avenue, Moline, IL, 61265, https://www.theplanningcenter.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact
tpc-logo-white

Phone: (888) 333-6986

Contact Us

Locations

ALASKA
310 K Street
Suite 405
Anchorage, AK 99501

See Location

FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711

See Location

QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265

See Location

IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240

See Location

CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654

See Location

NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115

See Location

TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401

See Location

ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503

See Location

CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654

See Location

FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711

See Location

NEW ORLEANS
2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130

See Location

QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265

See Location

TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401

See Location

IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240

See Location

When We Help

  • Birth of a Child
  • Career Change
  • Divorce
  • Loss of a Loved One
  • Marriage
  • Retirement
  • Sudden Money
Menu
  • Birth of a Child
  • Career Change
  • Divorce
  • Loss of a Loved One
  • Marriage
  • Retirement
  • Sudden Money

Follow Us

  • Facebook
  • Twitter
  • LinkedIn

Company

  • What We Do
  • Who We Are
  • Blog
  • Client Login
  • Careers
Menu
  • What We Do
  • Who We Are
  • Blog
  • Client Login
  • Careers

The Planning Center © 2023

Regulatory Disclosures