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) This rule
We are often telling our clients that most of what comes from the financial media is just noise, so to help you cut through the chatter
In preparation for the arrival of Isaac in the coming days, we have evacuated the Greater New Orleans area. While we don’t expect a catastrophic result
My daughter recently broke her arm. There was no spectacular fall or story, just a fall like any number of hundreds of other tumbles she’s taken
I recently had a conversation with my wife where I told her that an event was going to be held next friday. We left the conversation,
We’ve been working with a number of clients from all over Louisiana with pensions from private employers, and there have been many questions about the federal
In a recent meeting with a client, they mentioned an expense that they were paying every month for a service they weren’t using. I can relate
During a recent bout with writer’s block, I asked my friends on Twitter (I’m @HJudeBoudreaux) for financial topics that they’d like to see addressed. One mentioned
After many years of waiting, the 401(k) Fee Disclosures are finally here. If you haven’t received yours, you will likely be getting one in the mail
I was sitting at dinner last night with my wife and daughter, who is really into singing “Row, Row, Row Your Boat” lately. As we sang
The first time I meet with a new or prospective client, they say at some point in the meeting that they’re not where they thought they
If you’re like me, you’ve spent most of the morning watching the coverage of the tragedy at the theater in Colorado. It’s sad to know that
Stay informed with the latest financial insights from our experts.
ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
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
The Planning Center © 2023