How to Invest Better—and Live Better
October 7, 2022
It can be challenging to start a conversation about investing. That’s why I encourage having a conversation before the investing conversation—what I like to think of
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It can be challenging to start a conversation about investing. That’s why I encourage having a conversation before the investing conversation—what I like to think of
Andrew Sivertsen, CFP®, EA, CeFT®, Sr Financial Planner Concerns about money haven’t always been so severe. During the Middle Ages most people lived in a feudal
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
H. Jude Boudreaux, CFP® Sr. Financial Planner, shares tips on how prepare and navigate an unexpected financial windfall, in this AARP article. Jude Boudreaux, CFP®, is a Partner/Sr. Financial
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
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
Andy Baxley, Sr. Financial Planner at our Chicago office shares tips with CNBC on how to be strategic with year-end charitable gifts. Read the Entire Article
The Wall Street Journal recently interviewed Andy Baxley, CFP ®, CIMA ®, Sr Financial Planner in an article to help you learn investing jargon. Read the Entire
Money.com recently quoted Andy Baxley, CFP ®, CIMA ®, Sr Financial Planner, in an article how to prepare for retiring. Andy shares his knowledge about the link between working
Kiplinger recently featured Andy Baxley, CFP ®, CIMA ®, Sr Financial Planner.In this article, Andy raises a valuable point regarding the financial impact of women that retire
Listen to Podcast Andy Baxley, CFP®, CIMA®, is a Financial Planner in the Chicago office of The Planning Center, a fee-only financial planning
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