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Required Minimum Distribution (RMD) Suspended for 2020
by Michelle Maton, CFP®, EA, CeFT™ As a part of the Coronavirus Air, Relief and Economic Security Act (CARES Act) more
My Escape to Sylvan
by Michelle Maton, CFP® Sometimes the risks we take are embodied by the life choices we make. Typically, one of more
Sometimes, the Answer Should Be “No.”
By Matthew Sivertsen, CFP® Some time ago, a memorable article in the Washington Post by financial columnist, blogger and equities more
Responsibly Using a Reverse Mortgage in a Retirement Plan
By Matthew Sivertsen, CFP® Reverse mortgages have long been thought of as merely a last resort for someone’s retirement plan, more
Choosing Between a Lump Sum and Future Payments
By Matthew Sivertsen, CFP® and Cicily Maton, CFP® As financial planners, we are consistently faced with helping people understand more
What to Do if You Face a Possible Job Loss or Downsizing
by Michael A. Branham, CFP® Life is full of surprises and transitions. Weddings, the birth of a child, a new more
Long-Life Learning (The Pursuit of Mastery)
By Matthew Sivertsen, CFP® Since Tiger Woods’ recent win at the 2019 Masters Tournament, I am sure there are a more
Cash Course: Five Ways to Trick Yourself into Saving Money
Matt Sivertsen, CFP®, CeFT®, Partner and Senior Financial Planner with The Planning Center in the Quad Cities discusses tactics people more
Advisors Adopt Healthy Habits To Boost Morale And Avoid Burnout
Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how to adopt healthy habit to boost morale more
When Life Changes, How Does it Change You?
by Michelle Maton, CFP® Have you ever been blindsided by a life event or by your feelings about it? When more