Andy Anderson, CFP®

Andy Anderson, CFP®
Andy is a Wealth Advisor and Director of Financial Planning at Creekmur Wealth. Andy has a master’s certificate in financial planning Indiana Wesleyan University. Andy holds the Certified Financial Planner™ (CFP®) designation and is currently pursuing the educational component of the Chartered Financial Analyst (CFA®) designation.

Recent Posts

Three Biggest Risks to Your Retirement

Posted by Andy Anderson, CFP® on 9:00 AM on April 20, 2021

“By failing to prepare, you are preparing to fail.” - Benjamin Franklin

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Topics: Retirement

Are you a risk-taker or play it safe?

Posted by Andy Anderson, CFP® on 9:00 AM on March 18, 2021

Are you a risk-taker or do you play it safe? Do you jump out of airplanes for fun or is getting an extra serving of sprinkles on your soft serve your idea of risk? Each of us can look at our behaviors and determine whether the life we lead is high-flying risky or plain-vanilla safe. But can we do the same for our investments? Can you look at the stocks or funds you own and get a good idea of how risky your portfolio is? The answer is probably no.

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Topics: Financial Planning, Investments and risk, tolerating risk

Why is Tax Planning Important?

Posted by Andy Anderson, CFP® on 9:00 AM on February 18, 2021

Financial planning is a huge part of what we do here at Creekmur Wealth Advisors, so it's no surprise that tax planning is one area we spend a lot of time working in. When I talk about tax planning I am not talking about filling out and submitting your tax return every April 15th. Filing your taxes is necessary, but it's reactive or backward-looking. Tax planning, on the other hand, is a forward-looking, comprehensive approach to reducing lifetime taxes and increasing overall after-tax wealth.

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Topics: Financial Planning, Taxes in Retirment, taxes

Why should I set goals?

Posted by Andy Anderson, CFP® on 9:00 AM on January 14, 2021

“Do I have enough?” This is a question we hear all the time during our meetings with clients and prospective clients. While this question is often asked about retirement, we have heard it posed about countless other objectives clients are dreaming of and working towards:

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Topics: Financial Planning, Goals

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