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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
The Cheapskate’s Guide to Retirement
The Planning Center mentioned in this article in Kiplinger’s Retirement Report discussing how thrifty retirees are learning to cut corners more
Longevity and Fixed Pensions
by Matt Sivertsen, CFP® Reflecting back on the year 2004, I was one year into working at The Planning Center. more
Let’s get real: Saving for retirement is tough. Here’s a realistic approach
Senior Financial Planner Jude Boudreaux, CFP(r) discusses realistic ways to approach retirement with Sarah Ravits of The Gambit. Read whole more
Be Partners in Finances As Well As in Life
Cicily Maton is featured in this syndicated NerdWallet/ USA TODAY story on what people should know about their spouses investments. more
Planning for Retirement as a Single Person
Michael Branham, Sr. Financial Planner & Partner in our Anchorage office was quoted in Kiplinger discussing Planning for Retirement as more
Values-Based Retirement Planning
In the past, the transition to retirement has been viewed solely as an economic event. As a result, the focus more
Health Savings Accounts: Unloved, but Worthwhile
Dr. Wm. Marty Martin, a psychologist in Chicago who counsels clients of the Planning Center, said one factor in saving more
For Empty Nesters, Spending May Trump Extra Saving – WSJ
When the kids leave home, some parents splurge on travel and other spending – See quotes from Eric Kies, CFP®. more
National Retirement Planning Week
You may know that April is Financial Literacy Month. What you may not know that last week was National Retirement Planning more