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