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.
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
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
TPC feature on Money.com. By joining the discussion on Money.com, you will have the opportunity to delve further into this subject and discover how reevaluating conventional
Discover the ideal amount of emergency savings recommended by financial advisors to navigate through times of economic uncertainty in this CNBC article. Read the Entire Article Here
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 © 2024
