Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how the core of financial planning is protecting yourself. In this article, Cicily explains how
The Planning Center mentioned in this article in Kiplinger’s Retirement Report discussing how thrifty retirees are learning to cut corners while still living comfortably. Autumn Campbell’s, CFP®,
by Matt Sivertsen, CFP® Reflecting back on the year 2004, I was one year into working at The Planning Center. I had just started working on
Senior Financial Planner Jude Boudreaux, CFP(r) discusses realistic ways to approach retirement with Sarah Ravits of The Gambit. Read whole article here>>>
Cicily Maton is featured in this syndicated NerdWallet/ USA TODAY story on what people should know about their spouses investments. Read whole article here: https://www.independentmail.com/story/money/personalfinance/2018/09/03/does-spouse-do-financial-planning-partners-finances-and-life/1088352002/ Cicily Maton
Michael Branham, Sr. Financial Planner & Partner in our Anchorage office was quoted in Kiplinger discussing Planning for Retirement as a Single Person… Click to read
In the past, the transition to retirement has been viewed solely as an economic event. As a result, the focus of retirement planning has primarily been
Dr. Wm. Marty Martin, a psychologist in Chicago who counsels clients of the Planning Center, said one factor in saving for the future was “hyperbolic discounting”
When the kids leave home, some parents splurge on travel and other spending – See quotes from Eric Kies, CFP®. When children leave the nest, many
You may know that April is Financial Literacy Month. What you may not know that last week was National Retirement Planning Week. While the whole month’s focus
This post is part of the Financial Rules of Thumb series. Check out the rest here! (Today’s post comes from Trevor Acy, an Upperline Financial Planning intern) This rule
We’ve been working with a number of clients from all over Louisiana with pensions from private employers, and there have been many questions about the federal
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
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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