Meet Our Newest Partner: H. Jude Boudreaux, CFP®
By Jude Boudreaux Hi, I’m Jude, the newest partner at The Planning Center! Great to
The Planning Center continues its acquisition strategy, merging with a New Orleans firm
A New Orleans-based wealth planning firm is the latest partner to merge with The Planning
Turbulence
I was on a flight to Chicago recently that was projected to be smooth skies
Greece Votes No – What Does It Mean?
Everybody on my email list got this earlier today, if you would like to sign
Five Steps from Retirement Savings to Retirement Income
For years, we’ve been talking to clients as an industry about the need to save.
The Zorro Circle and Your Money
(Today’s post comes from a concept in Shawn Achor’s excellent book The Happiness Advantage –
Have an Inherited IRA? Supreme Court Ruling Affects Creditor Protection
In our work with Entrepreneurs and Physicians, issues of asset protection always come up. We
Money – Balancing Spending Now and Saving for the Future
I’m very excited to have my first piece run for Money Magazine’s new website Money.com,
Should You Pay Off Student Loans Early? 5 Questions to Consider
I’ve recently had a few clients and children of retired clients ask me questions about
Focus on Progress, not Perfection
When I work with families, they tend to share a few characteristics – They’re incredibly
A Simple Way to Set Goals for 2014
I love complex processes. I really do. There’s just something about the intricacies of a
Frustrated With Your Partner? Here’s Your Task
I often find when I talk to clients, they’re frustrated with a specific financial trait
