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This Has Been a Test: Developing a Financial Plan You Can Stick With

January 26, 2023

Think back to December 2019. The economy was humming. Unemployment, interest rates, and inflation were at historically low levels. But then what happened? A global pandemic

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The Financial Planning A-Team Includes Your Tax Advisor

January 26, 2023

By Caleb Arringdale,Tax Advisor Some believe that the financial planning industry is unnecessary and choose to follow a few common-sense aphorisms like “Spend less than you

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7 Steps to Take When You’ve Received an Inheritance

January 26, 2023

Andy Baxley, CFP®, CIMA®, Sr Financial Planner Here at The Planning Center, we focus a lot of our energy on transitions planning. In the financial planning

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Why, When, and How to Talk With Your Children About Your Finances

December 22, 2022

Andy Baxley, CFP®, CIMA®, Sr Financial Planner Talking openly and honestly about our financial affairs can be difficult. Having the conversation with our children can be

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New retirees will face financial surprises. Advisors share how to stay ahead of those shocks

October 9, 2022

H. Jude Boudreaux, CFP® Sr. Financial Planner, discusses strategies to help recently retired people adjust to their new stage of life, in this by CNBC article. Read the Entire

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How to Solve the Retirement Income Puzzle

October 7, 2022

By Michael Branham, CFP® Sr. Financial Planner, Alaska In 2020, the Federal Reserve released a poll in which people were surveyed about whether they were on track

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Why Do I Need a Financial Life Planner?

August 31, 2022

Andrew Sivertsen, CFP®, EA, CeFT®, Sr Financial Planner Concerns about money haven’t always been so severe. During the Middle Ages most people lived in a feudal

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How to Prepare Your Home for Severe Storms and Weather

August 25, 2022

H. Jude Boudreaux, CFP® Sr. Financial Planner, shares tips on how prepare financially for an impending major storm, in this New York Times article. Read the Entire Article Here

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High-Net-Worth Families Have Special Financial Needs, Here’s How to Meet Them

June 26, 2022

H. Jude Boudreaux, CFP® Sr. Financial Planner, sits down with Gregg Greenberg, Multimedia Anchor & Retirement Editor at InvestmentNews to talk about how high-net-worth families going through life transitions

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Financial

What to Do If You Receive a Financial Windfall

April 22, 2022

H. Jude Boudreaux, CFP® Sr. Financial Planner, shares tips on how prepare and navigate an unexpected financial windfall, in this AARP article.  Jude Boudreaux, CFP®, is a Partner/Sr. Financial

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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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