Five Steps from Retirement Savings to Retirement Income
January 22, 2015
For years, we’ve been talking to clients as an industry about the need to save. Put money into your 401k, contribute to your IRAs, and one
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For years, we’ve been talking to clients as an industry about the need to save. Put money into your 401k, contribute to your IRAs, and one
(Today’s post comes from a concept in Shawn Achor’s excellent book The Happiness Advantage – I highly recommend it as the principles are applicable across so
In our work with Entrepreneurs and Physicians, issues of asset protection always come up. We understand the rules associated and work with clients alongside their legal
I’m very excited to have my first piece run for Money Magazine’s new website Money.com, about balancing spending now and saving for the future. This is
I’ve recently had a few clients and children of retired clients ask me questions about paying off their student loans early, so I thought a blog
When I work with families, they tend to share a few characteristics – They’re incredibly bright, which makes them good at seeing lots of possibilities in
I love complex processes. I really do. There’s just something about the intricacies of a large spreadsheet that can really get my brain going, and I
I often find when I talk to clients, they’re frustrated with a specific financial trait that their partner has. Lately I’ve been saying something different to
I seem to be having conversations with clients daily about cash. We talk about how little they spend in cash anymore, the pennies in interest they
You may know that April is Financial Literacy Month. What you may not know that last week was National Retirement Planning Week. While the whole month’s focus
We at Upperline Financial Planning are proud to announce that H. Jude Boudreaux, CFP® was recognized by Medical Economics Magazine as one of the Top Financial
This post is part of the Financial Rules of Thumb series. Check out the rest here! (Today’s post comes from Trevor Acy, an Upperline Financial Planning intern)
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ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
NEW ORLEANS
2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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