Millions of Americans Are in ‘Survival Mode’ – Beware, Decisions Made in This Frame of Mind Can Make or Break You
MarketWatch recently quoted TPC’s Andy Baxley, CFP ®, CIMA ®, Sr Financial Planner. In this article, Andy encourages investors to move forward in the right direction. 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 […]
Top Three Ways TPC’s Team Approach Benefits Our Clients
By Andy Baxley, CFP®, CIMA® As you probably know, The Planning Center family has grown significantly in recent years. We now have a team of 26 employees and partners— financial planners, tax experts, and support staff—located in six offices throughout the country. Ultimately, the driving force behind this expansion was to form a group of […]
The Art of the Vital Few: Key Decisions that Can Build Your Financial Future
By Andy Baxley, CFP®, CIMA® When we break effective long-term financial planning down to its essential components, what we find are a series of key decisions about how we manage our resources. We don’t have to get all these decisions right in order to achieve our goals, but it’s important to watch out for a […]
