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

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 and New […]

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

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 planning and […]

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

Market Watch recently included H. Jude Boudreaux, CFP® Sr. Financial Planner in their article about retirement planning. In this article, Jude encourages us to not completely forget our investment portfolios.   Read the Entire Article Here       Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and New Orleans offices of The Planning […]

How Much Car Can I Afford? Answer These 7 Questions Before You Shop

The Penny Hoarder recently quoted H. Jude Boudreaux, CFP® Sr. Financial Planner. In this quote, Jude encourages buyers to consider car insurance, your credit score and what funds you have access to. 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 […]

10 Estate Planning Must-Dos Before You Travel

LegalZoom recently quoted H. Jude Boudreaux, CFP® Sr. Financial Planner. In this article, Jude provides useful information for clients that have adult children. 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 […]

What to Know Before Making the Leap to Early Retirement Because of the Pandemic

CNBC recently quoted H. Jude Boudreaux, CFP® Sr. Financial Planner. In this quote, Jude shared the biggest risk of retiring early. 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 […]

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 […]