Tax-Loss Harvesting Explained

You may have noticed changes in the bonds you hold in your taxable accounts (not retirement accounts like IRA’s). Don’t be alarmed if you see new fixed income investment names or symbols or receive prospectus information on a few new fixed income funds. This is all normal and part of something called tax-loss harvesting we […]

What to Do If You Receive a Financial Windfall

Financial

H. Jude Boudreaux, CFP® Sr. Financial Planner, shares tips on how prepare and navigate an unexpected financial windfall, in this AARP article.  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.

Should You Chase Dividend Stocks to Combat Inflation and Rate Hikes?

Rate Hikes

With inflation at its highest level in decades and the US Federal Reserve raising interest rates, investors may be wondering whether they should devote more of their portfolios to dividend-paying stocks. Read this perspective from Mia Huang, CFA, Senior Associate, Research at Dimensional Fund Advisors.

Is inflation crunching your budget? Here are 3 ways to fight back

inflation

Andy Baxley, CFP®, CIMA® Sr. Financial Planner, shares 3 different ways you can hinder the impact of inflation, in this by CNBC article. Read the Entire Article Here   Andy Baxley, CFP®, CIMA®, is a Financial Planner in the Chicago office of The Planning Center, a fee-only financial planning and wealth management firm. Email him at andy@theplanningcenter.com.

Are you saving enough for retirement? Odds are, probably not.

retirement

H. Jude Boudreaux, CFP®, Sr Financial Planner was recently quoted by CNBC.com. In this article, Jude outlines why savings targets can be counterproductive. 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 […]

Budgeting for a baby: Here’s what financial advisors recommend for new parents

Amber Miller, CFP®, CSRIC™ at our Twin Cities office shares with CNBC about how to budget for a baby, based upon her own personal experience.  Read the Full Article Here     Amber Miller, CFP®, CSRIC ™ is a Sr. Financial Planner in the Twin Cities office of The Planning Center, a fee-only financial planning and wealth management firm. Email […]

How to avoid a 6-figure tax penalty on foreign bank accounts

inflation

Americans with overseas assets know to file taxes, but filing with the FBAR can be easy to overlooked.  H. Jude Boudreaux, CFP®, Sr. Financial Planner at our New Orleans office shares with CNBC how to avoid a 6-figure tax penalty. Read the Entire Article Here     Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in […]

TPC Team News

Nancy’s Retirement: After 48 years of practicing, the last 11 with The Planning Center, we wish to congratulate Nancy Gruenhagen on her upcoming retirement.  She is looking forward to visiting family and spending more time traveling.  Thank you Nancy for your years of service.   Anina’s Wedding: Congratulations to Anina De Tommaso, FPQP™ on her recent wedding.  Grateful the Chicago […]

5 ways the Fed and higher interest rates may impact you

5 ways the Fed and higher interest rates may impact you

With the Federal Reserve likely to raise its benchmark interest rate to curb inflation, Andy Baxley, CFP®, CIMA®, Sr. Financial Planner at our Chicago office recently shared with CNBC how this decision may impact you. Read the Entire Article Here   Andy Baxley, CFP®, CIMA®, is a Financial Planner in the Chicago office of The Planning Center, a fee-only […]

Investing in Real Estate? Local Options Are Growing

Jude Boudreaux

H. Jude Bourdreaux, CFP®, Sr. Financial Planner at our New Orleans office weighs in with his thoughts regarding small, private real estate funds with the New Orleans CityBusiness.  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 […]