Financial Planning Tips & Resources

by Dr. William “Marty” Martin Life’s surprises catch us at the best of times and the worst of times. Reflect more

Wishing you and your family joy, love, and peace this holiday season.

While stock returns are unpredictable, there is precedent for the value premium turning around quickly.

by Michelle Maton, CFP® & Rob Baner, CPA Now that we’re settling into the revisions of the Tax Cuts and more

Every investor out there knows just how STRESSFUL it can get. In this article, we learn a little bit more more

While stock returns are unpredictable, there is precedent for the value premium turning around quickly.

How does TPC manage efficient client communications throughout the year? In this article, TPC Senior Financial Planner Jude Boudreaux discusses more

Reverse mortgages have changed a lot over time, and it’s important that retirees know exactly how they can leverage this more

by Dr. William “Marty” Martin The scientific research is clear that chronic stress has a cumulative and deleterious effect on more

Now you can easily access recent financial advice and insights you may have missed. Jude Boudreaux, CFP®, is a Partner more