(888) 333 6986
Client Login
COVID-19 News
Estate Planning: What Really Matters?
By Marty Kurtz, CFP® So often, in a financial planning meeting, I will ask a client, “Do you have an more
Living Longer, Healthier, and Happier
By Cicily Maton, CFP® There are roughly 75 million baby boomers living in the United States. According to the U. more
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
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
Cash Flow: Is Cash Really King?
by Dr. William “Marty” Martin Reflect on the days when you had more than enough money to pay your bills. more
Past, Present and Future
by Dr. William “Marty” Martin Life is lived in the present. Though memories take us back to the past, so 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
Five Things to Consider Before Buying Your First Home
The Planning Center’s Financial Planner Autumn Campbell CFP®, discusses what potential homebuyers should consider before buying their first home. Read more
Let’s get real: Saving for retirement is tough. Here’s a realistic approach
The Planning Center’s Jude Boudreaux outlines a more realistic approach to saving for retirement by the decades. Read the entire article more
Transition: What Can a Trapeze Artist Teach Us?
by William “Marty” Martin There is a beautiful metaphor for financial life planning. It’s a trapeze. Picture the trapeze artist more