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.
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.
The Planning Center is proud to be recognized in Financial Advisor magazine’s 2025 RIA Survey and Ranking. This honor reflects the dedication of our team and the trust our clients place in us as they navigate life’s financial transitions.
Matt Knoll, CFP®, named to AdvisorHub’s 2025 Advisors to Watch list, recognized among top advisors for experience and leadership in financial planning.
Jude Boudreaux, CFP®, shares key financial considerations for Americans planning to move abroad in a recent VettaFi ETF Trends feature.
Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently interviewed for a Forbes article discussing initial steps to assist new widows in managing their finances.
Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in an NBC News article that discussed the recent volatility on Wall Street.
Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in a New Orleans Magazine article, where he discussed “Financial Planning Tips for Life’s Ups and Downs.”
Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in a CNBC article that discussed building a financial to-do list for 2025.
The Planning Center is proud to announce its inclusion as a top 20 firm on Financial Planning’s 2024 Best RIAs to Work For list. This distinction underscores the firm’s commitment to fostering a workplace culture that prioritizes employee well-being, provides work flexibility, and encourages professional growth.
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