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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
Taking an Inward Journey
by Dr. William “Marty” Martin Seasons come and go. In most places, the weather changes throughout the year. Engaging with more
Time: Our Most Precious Asset
by Dr. William “Marty” Martin “Oh, how I wish I had more time.” “You can’t go around wasting your time.” 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
New Year, New Beginning, Same Old You
by Dr. William “Marty” Martin For many, celebrating the New Year means making resolutions. As January fades away, so, too, 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
Days of Necessity
by JJ Sessions, CFP® At church yesterday, I noticed a large basket overflowing with fresh vegetables behind a sign inviting everyone 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
Aligning Your Life & Financial Goals
Putting Money in the Context of Life Financial Life Planning is a holistic process that will help you to clarify more