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TPC’s Chartered SRI Counselor
A groundbreaking certification in the fast-growing field of sustainable, responsible and impact investing (SRI), becoming a Chartered SRI Counselor is more
Certified Financial Planner Reveals True Meaning of ‘Life Planning’
Life planning is more than just numbers. It’s about digging in and clarifying what a client REALLY wants from their more
The Financial Therapist Will See You Now
Every investor out there knows just how STRESSFUL it can get. In this article, we learn a little bit more more
How Often You Should Engage With Clients
How does TPC manage efficient client communications throughout the year? In this article, TPC Senior Financial Planner Jude Boudreaux discusses more
3 Ways To Take Advantage Of Reverse Mortgages
Reverse mortgages have changed a lot over time, and it’s important that retirees know exactly how they can leverage this more
TPC in the News: Catch up on recent blogs and media interviews with our advisors
Now you can easily access recent financial advice and insights you may have missed. Jude Boudreaux, CFP®, is a Partner more
Holiday Spirits are High in our Quad Cities Location
Our office in Quad Cities is already feeling the holiday spirits with an amazing seasonal mural. If you haven’t checked more
Taking the Leap to the Next Level
In 2017, Jude Boudreaux merged his own firm, Upperline Financial Planning, with The Planning Center to give life to The more
3 Things to Do When You Get a Salary Increase
We won’t deny it: salary increases are a cause for celebration! But, it’s also important that you factor your well-deserved more
4 money moves to make in your 40s to prepare for retirement
Your 40s are often packed with pressing financial burdens. Whether it’s saving for your child’s college tuition, caring for elder more