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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

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…Should I Claim Social Security Early?

February 2, 2021

MarketWatch recently published an article, “I’m 63, unemployed since March, and have $220,000 in retirement savings – should I claim Social Security early?” that featured a

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Millions of Americans Are in ‘Survival Mode’ – Beware, Decisions Made in This Frame of Mind Can Make or Break You

February 2, 2021

MarketWatch recently quoted TPC’s Andy Baxley, CFP ®, CIMA ®, Sr Financial Planner. In this article, Andy encourages investors to move forward in the right direction.

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A Financial Plan for When (If) You Get Laid Off

June 5, 2012

We’ve all seen the news about the Times-Picayune no longer publishing on a daily basis, and the reduction in staff that will certainly follow such an

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