financial advisor Archives – The Planning Center

In 2017, Jude Boudreaux merged his own firm, Upperline Financial Planning, with The Planning Center to give life to The more

We won’t deny it: salary increases are a cause for celebration! But, it’s also important that you factor your well-deserved more

Your 40s are often packed with pressing financial burdens. Whether it’s saving for your child’s college tuition, caring for elder more

Female advisors are scarce in the wealth-management industry. The WSJ spotlights TPC’s very own Amber Miller in this informative read more

Employees in the US are 20 times more likely to save for retirement if they have access to a workplace more

For many individuals and families, giving is an important expression of personal values. In this clip, TPC financial planner Jude more

Just because you have student debt doesn’t mean you can’t afford to splurge every once in a while. In this more

The US Department of Justice is looking to change retirement laws and regulations, both in California and nationwide. In this more

This year, the Planning Center was ranked as one of the top registered investment advisory firms in the U.S. This more

During a time when going to college is often viewed as a necessity, Jude Boudreaux explores alternative options as a more