Three Steps to Make Good Financial Decisions
May 18, 2021
By Cicily Maton, CFP® CeFT®, Sr. Financial Planner About twenty-five years ago Michelle, TPC Partner and my daughter, were on our way to a financial planning
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By Cicily Maton, CFP® CeFT®, Sr. Financial Planner About twenty-five years ago Michelle, TPC Partner and my daughter, were on our way to a financial planning
By Cicily Maton, CFP® CeFT® Most of us do not even think of “life events” as transitions. Unless, of course, it is one of the biggies,
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 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 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
by Michael A. Branham, CFP® Our lives are rarely, if ever, in neutral. New experiences inform us daily, new surprises (good and bad) occur frequently, and
This is a guest blog post originally printed at www.suddenmoney.com and reprinted with permission granted by the Financial Transitionist Institute. After a handful years of studying
Life seems to be coming at us faster and faster. At times, the demands on decision making are overwhelming. One way financial planners stop the merry-go-round
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
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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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