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
Recently featured in NAPFA Advisor, The Planning Center has garnered recognition for its unique and multi-generational approach to financial planning. Leading this innovative strategy is Michael
In a fascinating article from USA Today, JJ Sessions provides valuable insight into the intricacies of inheriting a Roth IRA. As a guest, Sessions delves into
Discover the latest feature by financial analyst Andy Baxley, published in USA Today. In this insightful article, Baxley delves into the unsettling trends impacting the performance
In the thought-provoking article “Retirement Tips: Why We Often Struggle to Pivot from Saving to Spending,” Andy Baxley delves into the complex world of retirement planning.
Embark on a financial empowerment journey as Jude teams up with CNBC to unveil strategic methodologies for alleviating tax burdens within your retirement portfolio. In this
Andy Baxley, a guest at Money.com, has taken it upon himself to debunk antiquated financial advice. By joining the discussion on Money.com, you will have the
Jude, a highly experienced financial planner, has decided to explore retiring abroad. Recognizing the importance of such a decision, writers at Financial Planning sought Jude for
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