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
Cash is King – It’s Useful For More Than Mattress Stuffing
I seem to be having conversations with clients daily about cash. We talk about how
National Retirement Planning Week
You may know that April is Financial Literacy Month. What you may not know that last
H. Jude Boudreaux Listed Among Top Financial Advisors for Doctors for Second Year in a Row
We at Upperline Financial Planning are proud to announce that H. Jude Boudreaux, CFP® was
Financial Rules of Thumb Series: Invest No More Than 10% of your Total Savings in Employer Stock
This post is part of the Financial Rules of Thumb series. Check out the rest
Save for Retirement Before Saving for a Child’s College Education
This post is part of the Financial Rules of Thumb series. Check out the rest here! (Today’s post
What We’re Reading – Sunday 10/14
We are often telling our clients that most of what comes from the financial media
Upperline Financial Planning Hurricane Isaac Update
In preparation for the arrival of Isaac in the coming days, we have evacuated the
