Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in an NBC News article that discussed the recent volatility on Wall Street.
What many may not realize is that beneficiary designations supersede the terms of wills and trusts, which means that such misalignment can do serious damage to even the most carefully crafted estate plan.
Many seniors have a strong desire to remain in familiar surroundings, making aging in place a popular option in many cases, as we’ve discussed previously.
When we seek advice or service for a matter that is very important to us, what’s the number-one thing we need from the person providing the advice or service? Some might say “knowledge” or “expertise,” but in most circumstances, what we most want is trust.
But how much do most really understand about the basics of estate planning and inheritance law? In this article, we’ll provide a brief summary of some of the more common estate plans and offer an overview of the responsibilities of an executor.
Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in a New Orleans Magazine article, where he discussed “Financial Planning Tips for Life’s Ups and Downs.”
One important question that all who are approaching retirement should consider is how taxes will impact their retirement income. Especially since most retirees are “spending down” their retirement nest egg, making it last as long as possible is a high priority.
Public-sector employees nationwide received an early gift from the US House and Senate just a few days before Christmas, 2024. Two policies related to Social Security benefits were repealed via the Social Security Fairness Act (SSFA), which was passed by both houses of Congress on December 21, 2024, and signed into law by President Biden on January 5, 2025. The bill had strong bipartisan support in both chambers, passing in the House 327–75 and in the Senate 76–20.
Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in a CNBC article that discussed building a financial to-do list for 2025.
As newlyweds, you’re entering a beautiful new chapter of love, partnership, and—wait for it—shared bank accounts. Marriage is all about compromise, from deciding who gets the last slice of pizza to figuring out who’s responsible for paying the bills. And when it comes to money, it’s less about whose turn it is to buy dinner and more about aligning your financial goals. It could be splurging on a vacation or saving for the future.
The Planning Center is proud to announce its inclusion as a top 20 firm on Financial Planning’s 2024 Best RIAs to Work For list. This distinction underscores the firm’s commitment to fostering a workplace culture that prioritizes employee well-being, provides work flexibility, and encourages professional growth.
Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in a CNBC article titled “What Investors Can Learn from the S&P’s Performance After Presidential Elections Since 1928.”
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