By Cicily Maton, Retired Sr. Financial Planner Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT® Sr. Financial Planner carry
by JJ Sessions, CFP® At church yesterday, I noticed a large basket overflowing with fresh vegetables behind a sign inviting everyone to take whatever they wanted. I
Cicily Maton quoted in story talking about strategies planners employ to help advise clients who do not children about how to find the right assisted living
Cicily Maton is featured in this syndicated NerdWallet/ USA TODAY story on what people should know about their spouses investments. Read whole article here: https://www.independentmail.com/story/money/personalfinance/2018/09/03/does-spouse-do-financial-planning-partners-finances-and-life/1088352002/ Cicily Maton
Putting Money in the Context of Life Financial Life Planning is a holistic process that will help you to clarify your values and guide you in
For years, we’ve been talking to clients as an industry about the need to save. Put money into your 401k, contribute to your IRAs, and one
I recently had a conversation with my wife where I told her that an event was going to be held next friday. We left the conversation,
The first time I meet with a new or prospective client, they say at some point in the meeting that they’re not where they thought they
If you’ve been reading this blog for any period of time, or following my personal account on Twitter (@HJudeBoudreaux), you know how much I’ve loved watching
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