Many parents and grandparents have already discovered the tax advantages and other benefits of 529 education savings plans. But with the passage of OBBBA, 529 plans have acquired some new enhancements that can make them even better tools for many families.
With AI-related stocks driving a significant portion of equity market value, many investors may be wondering whether they should be focusing more on these stocks with their holdings. But as Kevin Olson, CFP®, explains, AI is probably already in your portfolio.
Receiving a financial windfall can feel exciting—and overwhelming. Before making big decisions, it’s important to pause, plan, and protect your future. Learn how to confidently navigate “sudden money” and avoid the common mistakes that drain wealth too quickly.
Owning income-producing property can seem like a smart way to generate retirement income—but it’s not for everyone. In this article, Andrew Sievertson, CFP®, EA, CeFT®, explores when real estate makes sense as part of your retirement strategy, the pros and cons of being a landlord, and alternatives like 1031 exchanges, DSTs, or UPREITs for those seeking a more hands-off approach.
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.
Stay informed with the latest financial insights from our experts.
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