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 this post, I aim to demystify TIAA’s structure by breaking it down into 7 distinct layers. We will start with the broadest layer (TIAA itself) and work our way down to the most specific (the individual investments available to you in your TIAA contracts).
Phased retirement programs have long been a tool used by universities to retain key faculty members, facilitate institutional knowledge transfer, manage costs, and attract new talent.
As a professional financial advisor dedicated to helping professors plan for retirement, I’m an advocate for phased retirement programs, but that doesn’t mean they are right for everyone.
“Retirement age” doesn’t mean the same thing it did twenty years ago—or even ten years ago. From the “FIRE” movement—with advocates focused on retiring in their 50s or younger—to those pursuing a “second act”—a second career following a full first career—retirement age has come to mean many different things to many different people. But what’s the right age for you? Our article can help you decide.
An older businessman once asked a young associate what the term “financial independence” meant to him. The young man thought a moment, then replied, “It’s when your paycheck is always enough to take care of your expenses.” The older man smiled and shook his head. “Financial independence,” he said, “is when it doesn’t matter whether you get a paycheck or not.”
The nuances of executive compensation require careful attention to some specific elements and potential issues. Let’s talk about some of the basics of executive compensation, how they might fit into your long-term financial strategy, and some particular matters that deserve specific focus.
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
Most of us have heard the stories about famous people who died without a will or other estate planning documents: Aretha Franklin, Pablo Picasso, Howard Hughes, and even Abraham Lincoln all passed away without leaving documents to guide their heirs as to the disposition of their estates.
Discover the our feature, published in USA Today. In this insightful article, we delve into the unsettling trends impacting the performance of 401(k) plans beyond 2022
Since their creation by the state governments of Florida, Michigan, Ohio, and Wyoming in the late 1980s, 529 education funding plans have become an increasingly popular way for parents, grandparents, and others to fund the education of the next generation while also saving on taxes.
In the thought-provoking article “Retirement Tips: Why We Often Struggle to Pivot from Saving to Spending,” We delve into the complex world of retirement planning. We
Stay informed with the latest financial insights from our experts.
ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
The Planning Center © 2025
