Financial Planning Tips & Resources

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

Our office in Quad Cities is already feeling the holiday spirits with an amazing seasonal mural. If you haven’t checked more

Research has shown no reliable way to predict the top-performing stocks, arguing for diversification instead. The stocks commonly referred to more

In 2017, Jude Boudreaux merged his own firm, Upperline Financial Planning, with The Planning Center to give life to The more

We won’t deny it: salary increases are a cause for celebration! But, it’s also important that you factor your well-deserved more

Your 40s are often packed with pressing financial burdens. Whether it’s saving for your child’s college tuition, caring for elder more

Female advisors are scarce in the wealth-management industry. The WSJ spotlights TPC’s very own Amber Miller in this informative read more

Employees in the US are 20 times more likely to save for retirement if they have access to a workplace more