6 Estate Planning Tips for Singles
April 22, 2023
Andy Baxley, CFP®, CIMA® Sr. Financial Planner at the Planning Center in Chicago, highlights the unique challenges that single people face when it comes to estate planning
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Andy Baxley, CFP®, CIMA® Sr. Financial Planner at the Planning Center in Chicago, highlights the unique challenges that single people face when it comes to estate planning
Andy Baxley, CFP®, CIMA®, CeFT®, Sr. Financial Planner, explores some of the reasons why you might want to avoid SPIAs and consider alternative strategies for generating
Andy Baxley, CFP®, CIMA®, Sr Financial Planner In light of the recent news around Silicon Valley Bank and in anticipation of related client questions, we’ve put
In America, the concept of “retirement” is relatively new. As recently as the late 1800s, most people either worked until they were physically incapable or until
The temptation often starts cropping up during one’s mid-career years. Some big goals have already been achieved—paying off all “bad debt,” purchasing a primary residence, saving
Andy Baxley, CFP®, CIMA® Sr. Financial Planner, offers advice on how to make the most of your HSA, in this by CNBC article. Read the Entire Article Here
As a new parent, I’ve got college on my mind. While it’s true that it’s going to be 18 years before my wife and I make
Andy Baxley, CFP®, CIMA® Sr. Financial Planner, shares 3 different ways you can hinder the impact of inflation, in this by CNBC article. Read the Entire Article Here
With the Federal Reserve likely to raise its benchmark interest rate to curb inflation, Andy Baxley, CFP®, CIMA®, Sr. Financial Planner at our Chicago office recently shared with CNBC how
By Andy Baxley, CFP, CIMA, Sr. Financial Planner You’ve probably heard that money-related issues are one of the leading causes of marital strain in the United
With an increasing contingency of employees opting for early retirement, Andy Baxley, CFP®, Sr. Financial Planner at our Chicago office, shares with Kiplinger a couple of keys areas to evaluate
Andy Baxley, Sr. Financial Planner at our Chicago office shares tips with Fortune on how to be strategic with your money as inflation surges. Read the
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
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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