Jude Boudreaux Featured in CNBC Article
January 20, 2025
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.
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.”
While it may be true that “knowledge is power,” it’s still surprising how little knowledge most people have about money, saving, and investing. Recently a popular financial website gave a quiz on investing concepts, asking questions about very basic concepts like what stock ownership means, the definition of diversification, and the effects of compound interest. The average respondent was able to answer just under half of the questions correctly (48%).
We’ve written previously about various ways grandparents might want to structure the financial gifts they provide for their grandchildren. Grandparents may wish to include their grandchildren in their annual gifting plans as a regular part of their estate planning; in 2024, by combining their individual gift tax exclusions, a married couple filing jointly can gift as much as $36,000 to one or more individuals.
There is research demonstrating that people who are habitually grateful for what they have also tend to be financially healthier. And that can make a big difference in the quality and satisfaction you achieve during your retirement years.
Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in a ThinkAdvisor Retirement Planning article titled “Are Boomers Hoarding Wealth From Their Millennial Children?”
Because losing a spouse is an emotionally tough time, managing financial tasks may feel almost impossible. In addition to consulting with your wealth advisor, ask for help from a trusted family member or close friend.
Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in an Investopedia article titled “Some People Expect More Than $1 Million In Inheritance. Are You One Of Them?”
The fact that many of us will enjoy longer lifespans brings up some questions that our ancestors didn’t need to consider: How do I want to spend my retirement years? How much will it cost to live the way I want to live? Do I want to continue to work part-time after retirement—or even start a new career? All of these considerations are important, but there is one more that perhaps trumps them all: Will I stay in my home, or move into a retirement community?
Since its enactment in 1932, families with significant assets have utilized the annual gift tax exclusion as a tool for both transferring wealth to the next generations and also reducing the size of the taxable estate.
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