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Your Insights

  • Certified Financial Planner, financial life planning, Jude Boudreaux

I’m 68, my husband is terminally ill. I want to spend the rest of my days traveling — will I have enough money?

January 15, 2023

In this Morningstar article H. Jude Boudreaux, CFP® Sr. Financial Planner, provides ideas and advice on how to prepare when a spouse one is terminally ill. Read the Entire Article Here

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TPC’s Jude Boudreaux Mentors FPA’s Residency Program

December 9, 2022

Jude Boudreaux, CFP®, Sr Financial Planner, recently served as a mentor for the FPA Residency Program in Colorado. This event is for new or soon-to-be certified

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Jude Boudreaux

Investing in Real Estate? Local Options Are Growing

March 3, 2022

H. Jude Bourdreaux, CFP®, Sr. Financial Planner at our New Orleans office weighs in with his thoughts regarding small, private real estate funds with the New

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MarketWatch: Help Me Retire, Answers Questions About Husband’s Estate Going to Son

January 13, 2022

Did you know that the Social Security Administration pays widow’s benefits, and they may be higher than your personal benefits?  Read more from Jude Bourdreaux, CFP®, TPC

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Hit Your Retirement Savings Goal? It May Be Wise to Unload Some Stocks

December 17, 2021

Jude Bourdreaux, CFP®, Sr. Financial Planner discussed with CNBC ways investors that have hit their retirement goals can reduce their risk from drastic changes in the market.  Read

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Best Advisors

TPC Named One of the Best Financial Advisors in New Orleans

October 1, 2021

Our TPC New Orleans office is delighted to be recognized by Expertise.com as one the areas best financial advisors, earning an A for Reputation and an A+ for

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TPC is Honored to be in the Top 12 Best Chicago Financial Advisors

September 13, 2021

AdvisoryHQ has included TPC in the top Financial Advisors in Chicago, IL for 2020-2021. The award is based on specific factors including fee-only, depth of services offered

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4 Critical Financial Decisions You Need to Make Before You Retire, According to a Financial Planner

August 25, 2021

Business Insider recently interviewed TPC’s Jude Bourdreaux, CFP®, Sr Financial Planner. In this article, Jude shares the key money decisions we need to make when considering retirement.

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When to ‘Set It and Forget It’ — And When Not

July 29, 2021

Market Watch recently included H. Jude Boudreaux, CFP® Sr. Financial Planner in their article about retirement planning. In this article, Jude encourages us to not completely forget

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TPC’s Jude Boudreaux Named One of Investopedia’s Top Financial Advisors for 2021

July 14, 2021

  Read the Entire Article Here       Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and New Orleans offices of The Planning

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What the heck is an “RSU” and what do I do with mine? (and how is it different from a bonus?)

September 17, 2019

  By The Planning Center, Financial Planner Schedule a Free Consultation Is there anything better than getting a bonus? Think about it: you’ve worked hard all year

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TPC in the News: Catch up on recent media quotes from and interviews with our advisors

May 31, 2019

Now you can easily access recent financial advice and insights you may have missed. Autumn Campbell, CFP®, is interviewed in The Tulsa World on the new

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