Consider These Year-End Tips to Lower Your Tax Bill or Boost Your Refund

Andy Baxley, Sr. Financial Planner at our Chicago office shares tips with CNBC on how to be strategic with year-end charitable gifts.   Read the Entire Article Here   Andy Baxley, CFP®, CIMA®, is a Financial Planner in the Chicago office of The Planning Center, a fee-only financial planning and wealth management firm. Email him […]

Mind the Gaps – Why Many DIY Investors Falter

By Andy Baxley, CFP, CIMA, Sr. Financial Planner The earliest stock exchange dates to 17th century Amsterdam and the various East India Trading companies, but it took hundreds of years of economic and technological advancements for equity investments to become widely accessible. There were many important milestones along the way— the first modern mutual fund in 1924, the […]

The Three Dimensions of Risk

The Three Dimensions of Risk

By Andy Baxley, CFP ®, CIMA ® As financial planners, we spend a lot of time talking with our clients about risk. In the markets, as in life, accepting certain calculated risks is an essential component of growth and progress. To achieve desired outcomes, we must be willing to embrace uncertainty and accept the possibility […]

The 6 Concepts You Should Know to Be Financially Literate

  Read the Entire Article Here   Andy Baxley, CFP®, CIMA®, is a Financial Planner in the Chicago office of The Planning Center, a fee-only financial planning and wealth management firm. Email him at andy@theplanningcenter.com.

What is Financial Life Planning?

What is Financial Life Planning?

By Andy Baxley, CFP ®, CIMA ® I’ll never forget the day I passed the exam to become a Certified Financial Planner professional. The relief I felt that day was truly indescribable. The stress, late nights, and seemingly endless sea of flashcards had finally paid off. I was ready to be a financial planner. Or […]

You’ll Probably Have to Retire Earlier Than Planned

  Read the Entire Article Here     Andy Baxley, CFP®, CIMA®, is a Financial Planner in the Chicago office of The Planning Center, a fee-only financial planning and wealth management firm. Email him at andy@theplanningcenter.com.

The Benefits of Working Longer

Benefits of Working Longer

  Read the Entire Article Here     Andy Baxley, CFP®, CIMA®, is a Financial Planner in the Chicago office of The Planning Center, a fee-only financial planning and wealth management firm. Email him at andy@theplanningcenter.com.

…Should I Claim Social Security Early?

  Read the Entire Article Here     Andy Baxley, CFP®, CIMA®, is a Financial Planner in the Chicago office of The Planning Center, a fee-only financial planning and wealth management firm. Email him at andy@theplanningcenter.com.