Focus on Progress, not Perfection
May 16, 2014
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
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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)
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,
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
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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