TPC has created this page to help our clients navigate the impact of COVID-19. Check this page for relevant updates and as always, contact your TPC planner or tax advisor with any questions or concerns. We are here to help.
The Worst Financial Decisions Clients Can Make in a Recession
TPC’s Jude Boudreaux, CFP® was recently quoted in Financial Planning for his advice during uncertain times. The author agreed with Jude’s advice more
What to do if you’re waiting for COVID-19 test results
There are instructions for people who have symptoms and people who do not have symptoms.
How To Embrace Meaningful Virtual Meetings with TPC
by The Planning Center New Orleans This article is based on, “How to Build and Maintain Meaningful Virtual Engagements” originally more