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.
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Recent Posts

How Can I Plan for Long-Term Care?

Posted by Andy Anderson, CFP® on 10:21 AM on September 29, 2022

Some life insurance policies only pay a death benefit if the policy owner dies during a certain period—the “term” of a term life insurance policy. Others pay out a death benefit no matter when the policy owner dies—these policies are considered “permanent” policies and are intended to remain in-force for the entirety of the policy owner’s life.

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Topics: Financial Planning, Insurance policies, Life Insurance, Certified Financial Planner, CFP, long-term care

Should I Change My Level of Risk?

Posted by Andy Anderson, CFP® on 4:20 PM on September 12, 2022

The Top 3 Questions to Ask.

Oftentimes when we meet with clients there are a few common questions or topics that tend to come up regularly - things that seem to be on the minds of many of our clients. Usually, it has to do with some event or circumstance that is relevant at the time. In 2022, that question has revolved around the idea of “should I change the level of risk in my investments considering what is happening in the market.”

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Topics: Tolerating Risk with Investments, Financial Planning, Investments, Investments and risk, market risks, Investment Advisor, Certified Financial Planner, CFP

Retirement Income Planning

Posted by Andy Anderson, CFP® on 2:09 PM on July 11, 2022

 

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Topics: Financial Planning, Goals, Planning, Retirement, Retirement Income, Certified Financial Planner, CFP

Post Tax Season Planning Tips

Posted by Andy Anderson, CFP® on 11:00 AM on May 2, 2022

Tax season has come and gone, but that does not mean the planning stops! While much of your focus prior to April 18th may have been on making sure you get your tax return submitted properly, the focus can now shift towards some other items that can improve your financial well-being over the course of the rest of the year.

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Topics: Financial Planning, Goals, taxes, Certified Financial Planner, CFP, Tax Planning

Tax Planning Made Easy

Posted by Andy Anderson, CFP® on 4:24 PM on March 17, 2022

Believe it or not, we are only one month away from the tax filing deadline! With that in mind, we figured it would be beneficial to discuss some last minute 2021 tax planning ideas as well as one that could help you out when it comes time to file 2022 taxes.

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Topics: Financial Planning, Goals, taxes, Certified Financial Planner, CFP, Tax Planning

Building A Recession Proof Retirement Portfolio

Posted by Andy Anderson, CFP® on 5:26 PM on February 7, 2022

What Does It Take To Build a Recession Proof Retirement Portfolio?

How can my portfolio and my retirement survive a recession? This is a very common fear for retirees and pre-retirees and considering the movement of the market recently, you may have had this same question yourself.

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Topics: Financial Planning, Goals, Investing, Certified Financial Planner, CFP

What Goals Do You Want to Accomplish In the New Year?

Posted by Andy Anderson, CFP® on 9:00 AM on January 17, 2022

3 Steps You Can Take Accomplish Your Goals In 2022

When the time comes to put a new calendar up on the wall, you have the opportunity not only to reflect on the year gone by but also to plan for the year to come.

You may be planning to send a child to college, purchase a new vehicle, take a family vacation, or go after a big promotion at work. With all the incredible experiences you have on the horizon, it can be easy to forget about those to-do list items that don't spark that same feeling of excitement as the goals themselves.

3 Things to Help Achieve Your Goals In The New Year

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Topics: Financial Planning, Goals, Certified Financial Planner, CFP

Hidden Risks

Posted by Andy Anderson, CFP® on 9:00 AM on November 30, 2021

Hidden Risks, Let's Talk About It

There are things that happen in life that we all know about, but rather avoid experiencing personally. Like the host at a restaurant saying it will be a 2 hour wait or your contractor muttering “uh oh” as they work on that renovation in your basement. Generally, those two little words, “uh oh,” are a sign of something lurking behind the scenes that's about to become a big problem.

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Topics: Tolerating Risk with Investments, Investments and risk, tolerating risk

Don't Wait to Maximize Your Financial Contributions

Posted by Andy Anderson, CFP® on 10:00 AM on October 9, 2021

With Fall officially arriving, we are reminded once again that we are closer to the end of the year than we are to the beginning. Along with that comes the holiday season, family time, and last-minute shopping. And while we may not be able to assist with the cooking, cleaning, and shopping that’s just around the corner, we want to help in the best way we know how—making sure your end of year financial checklist is complete!

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Topics: Retirement

Retirement Spending: Sequence of Returns Matters

Posted by Andy Anderson, CFP® on 9:00 AM on August 31, 2021

You've spent years planning for retirement. But now you're wondering if your retirement dollars will last through the ups and downs of the stock market.

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Topics: Financial Planning, Retirement

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