Tax-advantaged accounts like IRAs and Roths are powerful, but taxable investment accounts also have unique benefits. They can help fund short-term goals, provide flexibility for early retirement, and offer estate planning advantages. Learn when and why a taxable account may be a smart addition to your financial strategy.
The Planning Center has launched Living Beyond the Numbers, a new podcast hosted by Jude Boudreaux, CFP®. Each episode explores what it means to live a wealthy life—measured not just in dollars, but in purpose, experiences, and meaningful connections. Tune in for conversations on aligning money with values, overcoming financial challenges, and building a more fulfilling future.
Cyber threats are evolving fast, and hackers are using AI and new tactics to target personal and financial data. From avoiding suspicious links to embracing two-factor authentication, monitoring accounts, and practicing safe social media use, these cybersecurity habits can help you protect your identity and stay safe online.
Even if you live overseas, U.S. tax obligations may still apply. In a recent CNBC feature, Jude Boudreaux, CFP®, explains why expats should seek accountants with cross-border tax expertise to avoid double taxation and costly mistakes.
The Planning Center’s Jude Boudreaux and Julia Davis were featured in Gambit, highlighting the importance of honest financial conversations before marriage and offering practical tips to make them more approachable.
With ConocoPhillips announcing workforce reductions, many employees face financial and emotional uncertainty. From assessing cash flow to making decisions about benefits, retirement accounts, and insurance, proactive planning can help ease the transition and protect long-term stability.
Michelle Maton, Senior Financial Planner at The Planning Center, has been named to InvestmentNews’ $100M Club: Top Female Advisors of 2025, recognizing women leaders with at least $100M in assets under management who are reshaping the future of the wealth management industry.
Michelle Maton, CFP®, EA, CeFT®, Senior Financial Planner at The Planning Center, was featured in the Chicago Tribune discussing the pros and cons of “test driving” retirement. Learn how this approach can help you assess readiness while understanding its limitations.
Money conversations may not be anyone’s love language, but they’re vital for building trust and stability in marriage. From communication and money personalities to joint vs. separate property, here’s what couples should know when planning their financial future.
With tuition costs rising faster than inflation, early planning is essential for funding college. From 529 plans to Roth IRAs to disciplined savings, families who start early give their children the best chance at a debt-free education.
Balancing portfolio growth with tax efficiency doesn’t have to mean sacrificing returns. From long-term capital gains to tax-deferred accounts and municipal bonds, smart strategies can help you grow wealth while keeping more of what you earn.
The Planning Center is proud to be recognized in Financial Advisor magazine’s 2025 RIA Survey and Ranking. This honor reflects the dedication of our team and the trust our clients place in us as they navigate life’s financial transitions.
Stay informed with the latest financial insights from our experts.
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