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
Making the Most of Your Labor Day
by H. Jude Boudreaux, CFP® With Labor Day on everyone’s mind, it’s worth noting
How to Claim Compensation from the Equifax Data Breach Settlement
by H. Jude Boudreaux, CFP® You may have heard in the news that
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
Income-Based Fees Make a “Comeback”
Jude Boudreaux, CFP®, Partner and Senior Financial Planner in the New Orleans office discusses how
GE’s move to slash dividends could put a dent in this retirement income strategy
The Planning Center’s Senior Financial Planner Jude Boudreaux, CFP(r) discusses with Darla Mercado of CNBC
Five Things to Consider Before Buying Your First Home
The Planning Center’s Financial Planner Autumn Campbell CFP®, discusses what potential homebuyers should consider before
13 Tried and Tested Management Tips
There’s more to being manager than a bigger salary. And it’s important that businesses take
