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

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

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

The Real (Intangible) Power of Financial Planning

by Michael A. Branham, CFP® Our lives are rarely, if ever, in neutral. New experiences inform us daily, new surprises more

Life Transitions and Good Decisions

This is a guest blog post originally printed at www.suddenmoney.com and reprinted with permission granted by the Financial Transitionist Institute. more

Putting Money in the Context of Life

Life seems to be coming at us faster and faster. At times, the demands on decision making are overwhelming. One 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