There are some general principles of financial management and strategy that can help young, growing families weather the inevitable storms that life brews up, from time to time. In this article, we’ll discuss some basics that can help your keep your young family’s finances on track—and help you get them back on track after a “temporary detour.”
As newlyweds, you’re entering a beautiful new chapter of love, partnership, and—wait for it—shared bank accounts. Marriage is all about compromise, from deciding who gets the last slice of pizza to figuring out who’s responsible for paying the bills. And when it comes to money, it’s less about whose turn it is to buy dinner and more about aligning your financial goals. It could be splurging on a vacation or saving for the future.
We’ve written previously about various ways grandparents might want to structure the financial gifts they provide for their grandchildren. Grandparents may wish to include their grandchildren in their annual gifting plans as a regular part of their estate planning; in 2024, by combining their individual gift tax exclusions, a married couple filing jointly can gift as much as $36,000 to one or more individuals.
There is research demonstrating that people who are habitually grateful for what they have also tend to be financially healthier. And that can make a big difference in the quality and satisfaction you achieve during your retirement years.
While many important advances have been made in recent years in both the legal and social landscape, LGBTQ+ individuals still face many unique challenges, many of which have financial implications. This means that LGBTQ+ persons, whether single, partnered, or legally married, need financial planning advice that recognizes and takes into account these special challenges.
According to H. Jude Boudreaux, CFP®, a CERTIFIED FINANCIAL PLANNER® at The Planning Center in New Orleans, businesses need to start asking their banks some key questions. Newsday reports
CERTIFIED FINANCIAL PLANNER® H. Jude Boudreaux, CFP®, a member of CNBC’s Financial Advisor Council, shares insights and advice on what to consider before moving abroad for work or retirement.
In this Morningstar article H. Jude Boudreaux, CFP® Sr. Financial Planner, provides ideas and advice on how to prepare when a spouse is terminally ill. Read the Entire Article Here
By The Planning Center, Financial Planners Schedule a Free Consultation Last summer, my husband and I had our first child. While I’ve loved the experience, the
By Michelle Maton, CFP®, CeFT®, Sr. Financial Planner In 2021, a record-breaking 47.4 million Americans voluntarily quit their jobs. According to the Labor Department that amounts
The earliest stock exchange dates to 17th century Amsterdam and the various East India Trading companies, but it took hundreds of years of economic and technological advancements
As financial planners, we spend a lot of time talking with our clients about risk. In the markets, as in life, accepting certain calculated risks is
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