Eric Kies, CFP®, CEO/CCO/Sr. FP After a stellar career, our friend and colleague, Cicily Maton, CFR®, CeFT®, Senior Financial Planner, will be retiring in January, 2023. For
By Matthew Sivertsen, CFP®, CeFT® Uncertainty is an uncomfortable word, especially if it is being used to describe our employment! Turbulent seems to be a good
by Michelle Maton, CFP®, EA, CeFT™ As a part of the Coronavirus Air, Relief and Economic Security Act (CARES Act) RMD’s were waived for 2020.
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
By Matthew Sivertsen, CFP® Some time ago, a memorable article in the Washington Post by financial columnist, blogger and equities analyst Barry Ritholtz advised investment clients
By Matthew Sivertsen, CFP® Reverse mortgages have long been thought of as merely a last resort for someone’s retirement plan, the only remaining alternative when nothing
By Matthew Sivertsen, CFP® and Cicily Maton, CFP® As financial planners, we are consistently faced with helping people understand various concepts related to money. One
by Michael A. Branham, CFP® Life is full of surprises and transitions. Weddings, the birth of a child, a new job/promotion, or a financial windfall would
By Matthew Sivertsen, CFP® Since Tiger Woods’ recent win at the 2019 Masters Tournament, I am sure there are a lot of people daydreaming about what
Matt Sivertsen, CFP®, CeFT®, Partner and Senior Financial Planner with The Planning Center in the Quad Cities discusses tactics people can use to save more money.
Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how to adopt healthy habit to boost morale and avoid burnout. In this article,
by Michelle Maton, CFP® Have you ever been blindsided by a life event or by your feelings about it? When a spouse or parent or child
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ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
FRESNO
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Fresno, CA 93711
QUAD CITIES
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IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
CHICAGO
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Chicago, IL 60654
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
TWIN CITIES
800 N Washington Ave.
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Minneapolis, MN 55401
ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
NEW ORLEANS
2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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