My Escape to Sylvan

by Michelle Maton, CFP® Sometimes the risks we take are embodied by the life choices we make. Typically, one of my responsibilities as a financial planner

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Year-End Tax Tips

by Michelle Maton, CFP® & Rob Baner, CPA Now that we’re settling into the revisions of the Tax Cuts and Jobs Act, we find though much

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Holiday Spending 2018

by Michelle Maton, CFP® Spending this holiday season is estimated to run up to $1 trillion (yes, that is trillion with 12 zeros). We will spend

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Adventures with My Clients

by Michelle Maton As a financial advisor, I rarely get to spend quality time outside of the office with the many clients I have grown close

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