How to Prepare Your Wallet for Coronavirus
The stock market has been in turmoil this week, with the fast spread of COVID-19, known as coronavirus, in the United States. It’s an unpredictable time, and with so much at stake, it’s hard to know who to turn to in this public health crisis. In this interview H. Jude Boudreaux, CFP, partner and senior […]
In this volatile market, it’s key to keep it simple.
When things get scary, we all look for something to protect us. A new approach, somebody who seems to have the latest and greatest idea. But, often it is the simple, basic action or idea that is best. When it comes to financial planning during these times, the same is true. Chances are you don’t need […]
The government wants to start sending millions of Americans a check. Here’s how to use it wisely.
Some good news – in the form of money – may be coming to Americans soon. On Tuesday, Treasury Secretary Steve Mnuchin said that the Trump administration plans to move “immediately” to send money to Americans as the coronavirus cripples the economy. If those checks land in your bank account, how should you spend the […]
How Often You Should Engage With Clients
How does TPC manage efficient client communications throughout the year? In this article, TPC Senior Financial Planner Jude Boudreaux discusses the topic of client-advisor contact points – what works for the Planning Center, what doesn’t, and how we managed to figure it all out.
Taking the Leap to the Next Level
In 2017, Jude Boudreaux merged his own firm, Upperline Financial Planning, with The Planning Center to give life to The Planning Center that we know and LOVE today! In this in-depth podcast, Advisor Success Academy interviews Jude about his journey as a financial advisor, the history of The Planning Center, and more! https://advisorsuccesscoach.com/taking-the-leap-to-the-next-level/
4 money moves to make in your 40s to prepare for retirement
Your 40s are often packed with pressing financial burdens. Whether it’s saving for your child’s college tuition, caring for elder parents, or paying off your own loans, it can be hard to think about your own future. In this article, Jude Boudreaux notes the importance of prioritizing your retirement savings during this crucial time of […]
Financial Planning for Charitable Giving
For many individuals and families, giving is an important expression of personal values. In this clip, TPC financial planner Jude Boudreaux discusses how charitable donations can be prioritized in anyone’s financial plan. Check out the full interview here: https://www.usatoday.com/story/money/columnist/2019/09/26/millennials-need-take-honeymoon-then-finish-paying-off-debt/2421112001/
Millennials: Go ahead and take that vacation instead of paying off your student debt.
Just because you have student debt doesn’t mean you can’t afford to splurge every once in a while. In this article, Jude Boudreaux explains why investing in the occasional luxury isn’t just okay, but it could also be a good financial move! Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and New Orleans […]
7 high-paying jobs you can get without a college degree
During a time when going to college is often viewed as a necessity, Jude Boudreaux explores alternative options as a feature in this informative article. Read the entire piece here: https://grow.acorns.com/high-paying-jobs-you-can-get-without-a-college-degree/
Making the Most of Your Labor Day
by H. Jude Boudreaux, CFP® With Labor Day on everyone’s mind, it’s worth noting the meaning and history of this celebrated day. It’s also a good time to think about what to do with the fruits of our labor! For many of us that includes planning some kind of vacation, so in this blog we’ll […]
How to Claim Compensation from the Equifax Data Breach Settlement
by H. Jude Boudreaux, CFP® You may have heard in the news that Equifax has reached a proposed settlement with the courts. The settlement under consideration is for its data breach in September of 2017 that exposed the personal information of 147 million people. The settlement would potentially provide a cash payment to […]
Autumn K. Campbell, CFP®. Financial Planner, of The Planning Center: ’The youngest generation of professionals has a complex and new set of circumstances to navigate’
The Tulsa World interviews The Planning Center’s Autumn Campbell, CFP®, on the new generation of financial planners and the challenges for the millennials and other younger workers when it comes to planning for the future. Read the full article here Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and New Orleans offices […]
