Thinking About Retiring in Another Country?

More Americans than ever are considering the possibility of moving to another country after they retire. Some people look for a location where they can live an upscale life on a modest income. For others, the appeal is to reside in an exotic location, become fluent in a foreign language or immerse themselves in a […]

MarketWatch: Help Me Retire, Answers Questions About Husband’s Estate Going to Son

MarketWatch

Did you know that the Social Security Administration pays widow’s benefits, and they may be higher than your personal benefits?  Read more from Jude Bourdreaux, CFP®, TPC Sr. Financial Planner, in the latest segment of Help Me Retire by MarketWatch. Read the Entire Article Here         Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago […]

Hit Your Retirement Savings Goal? It May Be Wise to Unload Some Stocks

Jude Bourdreaux

Jude Bourdreaux, CFP®, Sr. Financial Planner discussed with CNBC ways investors that have hit their retirement goals can reduce their risk from drastic changes in the market.  Read the Entire Article Here         Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and New Orleans offices of The Planning Center, a fee-only financial […]

When to ‘Set It and Forget It’ — And When Not

  Read the Entire Article Here       Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and New Orleans offices of The Planning Center, a fee-only financial planning and wealth management firm. Email him at jude@theplanningcenter.com.

10 Estate Planning Must-Dos Before You Travel

  Read the Entire Article Here       Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and New Orleans offices of The Planning Center, a fee-only financial planning and wealth management firm. Email him at jude@theplanningcenter.com.

3 Steps to Helping Family Members Financially

Helping Family Financially

by Jude Boudreaux, CFP®, Sr. Financial Planner Helping close or extended family with money is common for many parents or financially successful individuals. You might be happy to help out or you may see it as a burden. Either way, if you decide to help family with your wealth, it’s important to be crystal clear […]