The piece, appearing in the website’s Personal Finance section, discussed simple yet effective tips for getting more money from the government, banks, employers, and more.
The piece explores the concept that, while the standard advice is to avoid doing anything, there are some distinct exceptions. Read the full article to learn more about making sound financial decisions.
In the episode, Andy reveals the 3-step process he takes his clients through to craft a statement of financial purpose. He discusses the importance of having meaningful conversations centered around the client’s values and how he uses those conversations to guide the client through difficult financial decisions.
In the episode, titled “The Power of Financial Purpose,” Andy dives into the marriage of capital and purpose, explains how he helps clients align their financial decisions with their values, and much more.
Andy Baxley, CFP®, CIMA®, CeFT®, Senior Financial Planner at The Planning Center, was recently featured in a Kiplinger article titled “8 Great Places for Snowbirds to Land.”
In a recent article published by CNBC about couples and financial stress, Jude Boudreaux, a certified financial planner and senior financial planner with The Planning Center in New Orleans, emphasizes the importance of communication in overcoming financial conflicts.
Greg Iacurci, Personal Finance writer at CNBC, recently interviewed @Matt Knoll, CFP®, Senior Financial Advisor, for an article on why fewer Americans are buying life insurance.
AdvisorHub recently recognized @Matthew Sivertsen, CFP®, Senior Financial Planner in their 2024 Advisor to Watch ranking. A total of 1,000 advisors were listed across seven categories
In a recent article published by InvestmentNews about phased retirement, Andy Baxley, CFP®, CIMA®, CeFT®, senior financial planner at The Planning Center, highlights that phased retirement
The Planning Center recently received the Best Places to Work award from InvestmentNews. This award recognizes the company’s dedication to creating a positive workplace culture and
In a recent article published by CNBC about expats, taxes, and citizenship renunciation, certified financial planner with The Planning Center in New Orleans, H. Jude Boudreaux,
We are delighted to share noteworthy news – the Aligned Money podcast has recently featured the financial planning expertise of Andy Baxley. Andy, a Certified Financial
Stay informed with the latest financial insights from our experts.
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