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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
How Investors Would Spend a Multimillion Dollar Lottery Win
Sr. Planner and Partner, Cicily Maton was interviewed and quoted by CNBC online talking about How Investors Would Spend a more
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
What is a Transition?
The dictionary says that a transition is “a process or a period of change from one state or condition to more
What is the Cure for Financial Misbehaving?
I first heard the noted American economist and author Dr. Richard Thaler give a speech about something called “behavioral finance” more
A Gift for Your Family
By Cicily Maton – Imagine a situation in which some or all of the following circumstances were to happen to more
The Messy Emotions Behind Money
One of our partners in The Planning Center Chicago office Cicily Maton and our psychologist and financial coach Marty Martin more