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.
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 InvestmentNews about phased retirement, Andy Baxley, CFP®, CIMA®, CeFT®, senior financial planner at The Planning Center, highlights that phased retirement
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.
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
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
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