Three Steps to Make Good Financial Decisions

By Cicily Maton, CFP® CeFT®, Sr. Financial Planner About twenty-five years ago Michelle, TPC Partner and my daughter, were on more

Life Transitions- How Emotions Can Dismantle Our Ability to Make Good Decisions

By Cicily Maton, CFP® CeFT® Most of us do not even think of “life events” as transitions. Unless, of course, more

Love It When a Good Plan Comes Together

By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. Twenty-three years is a long time. So much can more

Estate Planning: What Really Matters?

By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. So often, in a financial planning meeting, I will 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 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