Tim Anderson - Financial Planner with Independent Planning Group

Tim Anderson - Financial Planner with Independent Planning Group My approach to planning is rooted in discovering what makes money meaningful to my clients and nurturing lifelong partnerships with them.

As a financial planner, I take the time to understand my clients’ goals so that we can create a path toward creating the lives they envision for themselves and their families. I’m committed to seeing my clients’ full picture so that I can give them the best options and strategies to stay on track toward their goals today, tomorrow, and throughout all life’s changes. I specialize in providing guida

nce on having enough money to last throughout retirement; funding education for children or grandchildren; minimizing taxes to keep more of your income; ensuring your assets are optimally positioned; leaving your assets to heirs or charities; and creating a safety net that accounts for illness, injury, layoffs, or market downturns. I grew up in North Mississippi where I met my wife, Kelly. We have 2 wonderful boys – Lincoln and London. I enjoy spending time with my family, woodworking, and am slowly restoring a 1961 Ford truck. Licenses & Disclosures: https://www.iplanninggroup.com/licenses

09/01/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

08/25/2026

Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

08/18/2026

Last week, U.S. markets posted gains as encouraging inflation data helped ease concerns and lowered expectations about additional interest rate increases. At the same time, softer consumer spending data suggested a more moderate pace of economic growth. Learn more about the market forces driving recent performance in this week’s perspective.

08/11/2026

Last week, U.S. stocks moved higher, supported by easing concerns around interest rates, encouraging corporate earnings, and improving sentiment around global trade and energy supply. Economic data pointed to a moderating labor market, while lower oil prices helped ease inflation concerns. Read this week’s market perspective to learn more.

While Social Security is foundational, additional guaranteed income sources can improve retirement stability — particula...
08/10/2026

While Social Security is foundational, additional guaranteed income sources can improve retirement stability — particularly in volatile markets. Let’s talk about the role
retirement income has in your portfolio.

Your future deserves the same care. A quick check-in can bring more clarity and organization to your long‑term financial...
08/07/2026

Your future deserves the same care. A quick check-in can bring more clarity and organization to your long‑term financial plans, and I’m here to help.

08/04/2026

Last week, U.S. equity markets posted modest gains despite ongoing volatility, while bond markets reflected uncertainty around inflation and interest rates. Economic data suggested growth may be slowing, with softer consumer sentiment and signs of moderating demand. Check out this week’s market perspective for additional market insights and analysis.

07/28/2026

Markets moved lower last week as Middle East tensions weighed on sentiment. The S&P 500 fell 0.6%, while rising oil prices stoked inflation concerns, pushing Treasury yields higher and causing investors to reassess expectations for near-term Fed rate cuts despite resilient economic data and solid earnings. Dive into this week’s market perspective for more analysis and key takeaways.

07/21/2026

Last week, markets moved lower as U.S.-Iran tensions and weakness in technology stocks offset softer inflation data. The S&P 500 fell 1.5%, while energy stocks surged alongside a 15.5% jump in oil prices and early Q2 earnings remained broadly positive. Learn more with this week’s market perspective and key insights.

Trying to squeeze in one last getaway before back‑to‑school chaos? Before you book, try these cost‑smart moves.
07/15/2026

Trying to squeeze in one last getaway before back‑to‑school chaos? Before you book, try these cost‑smart moves.

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