Income-Based Fees Make a “Comeback”
Jude Boudreaux, CFP®, Partner and Senior Financial Planner in the New Orleans office discusses how income-based fees are on their way back with Samuel Steinberger of WealthManagement.com. Read the entire article here: https://www.wealthmanagement.com/practice-management/income-based-fees-make-comeback
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 the effects of General Electric slashing its quarterly dividend to $0.01 per share, starting in 2019. Read entire story here: https://www.cnbc.com/2018/10/30/ges-move-to-slash-dividends-could-dent-this-retirement-strategy.html
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 buying their first home. Read the entire article here: https://www.forbes.com/sites/kateashford/2018/10/31/firsthome/ 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.
13 Tried and Tested Management Tips
There’s more to being manager than a bigger salary. And it’s important that businesses take the time to train their managers to engage and empower their team. Here are 13 management tips from real people managing real teams, including one from The Planning Center’s own Autumn Campbell, CFP(r). Read the entire article here>>> Jude Boudreaux, […]
Let’s get real: Saving for retirement is tough. Here’s a realistic approach
Senior Financial Planner Jude Boudreaux, CFP(r) discusses realistic ways to approach retirement with Sarah Ravits of The Gambit. Read whole article here>>>
Autumn Campbell Awarded CFP(r) Designation
Congratulations to The Planning Center’s Autumn Campbell, who services clients out of the Tulsa and New Orleans offices was recently awarded the prestigious CFP(r) Designation. 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 […]
Financial Planners Rethink Their Fees as Tech Makes Inroads
Jude Boudreaux of The Planning Center discusses how finding the right fee to charge for financial planning services is getting trickier. Read the whole article here: https://www.thestreet.com/personal-finance/financial-planners-rethink-their-fees-as-tech-makes-inroads-14704528
Let’s get real: Saving for retirement is tough. Here’s a realistic approach
The Planning Center’s Jude Boudreaux outlines a more realistic approach to saving for retirement by the decades. Read the entire article here: https://www.theadvocate.com/gambit/new_orleans/cue_magazine/article_365a87a8-a7bc-11e8-b7ca-e7d79652443e.html
How to Make Your Child’s Expensive Activity Fit Your Family Budget
Sr. Planner and Partner, Jude Boudreaux was quoted in magnifymoney.com about How to Make Your Child’s Expensive Activity Fit Your Family Budget. Click to read the entire article >> https://www.magnifymoney.com/blog/news/how-to-make-your-childs-expensive-activity-fit-your-budget672424722/
Paying the Price: student loan debt is weighing down a generation of New Orleanians
H. Jude Boudreaux, partner and senior financial planner at the New Orleans office, says what’s important to remember is how student loan debt is both a present- and future-tense problem. Cash flow issues in the present lead to long-term problems with savings, crippling efforts to… Paying the price: student loan debt is weighing down a […]
’Practice’ Makes Retirement More Perfect
The Planning Center in the news with AARP: https://www.aarp.org/retirement/planning-for-retirement/info-2017/practice-retirement-fd.html
Personal (Finance) Training
by Jude Boudreaux I don’t work out as much as I know I should, and perhaps you don’t either. We both need to fix that this year, don’t we? Anyway, I recently had a training session. As I worked out and followed the directions given by my personal trainer…I was struck by how many of […]
