A Friend or Family Member Needs Money. What Do You Do?

Relationships can take on a different hue when money is involved. How should you respond
The Market Downturn and My Retirement

by Jude Boudreaux, CFP® The recent market volatility has created another bump in the road
Coping with COVID-19: N.O. Business Leaders Share Their Insights

by Jude Boudreaux, CFP® The Biz New Orleans Magazine asked more than 500 local business
How to Prepare Your Wallet for Coronavirus

The stock market has been in turmoil this week, with the fast spread of COVID-19,
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,
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
How Often You Should Engage With Clients

How does TPC manage efficient client communications throughout the year? In this article, TPC Senior
Taking the Leap to the Next Level

In 2017, Jude Boudreaux merged his own firm, Upperline Financial Planning, with The Planning Center
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
Financial Planning for Charitable Giving

For many individuals and families, giving is an important expression of personal values. In this
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
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