Jude Boudreaux Featured in Wall Street Journal Article

The piece explores the concept that, while the standard advice is to avoid doing anything, there are some distinct exceptions. Read the full article to learn more about making sound financial decisions.
TPC Featured on The Human Side of Money Podcast

In the episode, we reveal the 3-step process we take clients through to craft a statement of financial purpose. We discuss the importance of having meaningful conversations centered around the client’s values and how we use those conversations to guide the client through difficult financial decisions.
TPC Featured on Standard Deviations Podcast

In the episode, titled “The Power of Financial Purpose,” we dive into the marriage of capital and purpose, explains how he helps clients align their financial decisions with their values, and much more.
The Planning Center Featured in Kiplinger Article

The Planning Center, was recently featured in a Kiplinger article titled “8 Great Places for Snowbirds to Land.”
Jude Boudreaux Featured in CNBC Article

In a recent article published by CNBC about couples and financial stress, Jude Boudreaux, a certified financial planner and senior financial planner with The Planning Center in New Orleans, emphasizes the importance of communication in overcoming financial conflicts.
Matt Knoll Featured in CNBC Article

Greg Iacurci, Personal Finance writer at CNBC, recently interviewed @Matt Knoll, CFP®, Senior Financial Advisor, for an article on why fewer Americans are buying life insurance.
Matthew Sivertsen recognized as an Advisor to Watch 2024 by AdvisorHub

AdvisorHub recently recognized @Matthew Sivertsen, CFP®, Senior Financial Planner in their 2024 Advisor to Watch
The Planning Center Quoted in InvestmentNews

In a recent article published by InvestmentNews about phased retirement, The Planning Center highlights that
A 2024 Investment News Best Place to Work for Financial Advisors

The Planning Center recently received the Best Places to Work award from InvestmentNews. This award
Jude Boudreaux quoted in article by CNBC

In a recent article published by CNBC about expats, taxes, and citizenship renunciation, CERTIFIED FINANCIAL
Andy Baxley Featured on the Aligned Money Podcast

We are delighted to share noteworthy news – the Aligned Money podcast has recently featured
The Planning Center featured in NAPFA Advisor Magazine

Recently featured in NAPFA Advisor, The Planning Center has garnered recognition for its unique and