Skip to content
  • Email Us
  • 888.333.6986
  • Client Login
  • What We Do
    What do we do for our clients?
    • What to Expect
    • Our Services
    What We DO
    Asset & Debt Management
    Investment Management
    Tax Planning
    Insurance & Benefits Review
    Family and Charitable Giving
    Estate Planning
    Accumulation & Retirement Planning
    Cash Flow & Income Management
    RSUs
  • When We Help
    Support Through Every Stage of Life

    Life is a journey with its unique path for each individual and family. Needs change at each twist and turn, and we’re here to meet you wherever you are on your path. We offer flexible, personalized support during every life stage, recognizing the diverse challenges and milestones you may encounter. Our commitment is to provide relevant and timely help, ensuring that you have the support you need precisely when you need it most.

    Birth of a Child
    Career Change
    Divorce
    Loss of a Loved One
    Marriage
    Retirement
    Sudden Money
    All Life Stages
  • Who We Are
    Meet Our Team

    We’re lucky to have a wide range of professionals on our team, including financial planners, tax professionals, and client relationship specialists. You can see our whole team here.

    Our Team
    Our Executive Team
    Brett J Lee, JD, MBA, CSCP
    Amy Tessmer, CPA
    Matt Mercer
    Eric Kies, CFP®
  • Resources
    Our Latest Insights
    The Art of Giving—And Receiving—Well
    Matt Knoll Recognized on AdvisorHub’s 2025 Advisor to Watch Ranking.
    All Insights
    Our Webinars
    Wealth Planning 101: How to Manage Inheritance and Sudden Money with Confidence
    Navigating Turbulent Markets
    All Webinars
  • Locations
    Our Locations

    We are proud to have seven office locations throughout the US that are happily serving clients locally and nationwide. Find the right location for you and view all locations here.

    Get Started
    New Orleans
    Quad Cities
    Iowa City
    Twin Cities
    Chicago
    Alaska
    Fresno
    All Locations
  • Contact Us
Get Started
  • What We Do
  • When We Help
    • Birth of a Child
    • Career Change
    • Divorce
    • Loss of a Loved One
    • Marriage
    • Retirement
    • Sudden Money
  • Who We Are
  • Location
    • Alaska
    • Chicago
    • Fresno
    • Iowa City
    • New Orleans
    • Quad Cities
    • Twin Cities
  • Resources
    • Insights
    • Webinars
  • Contact Us
  • Client Tools
  • Schedule a Call

Your Insights

  • Financial Planning, Jude Boudreaux, Saving

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

more »

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

more »
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

more »
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

more »

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

more »

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

more »

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.

more »

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

more »

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

more »
variable bonus

Variable bonus compensation: What is it? How is it taxed? And what should you do with it once it’s yours?

April 14, 2021

By The Planning Center, Financial Planner Schedule a Free Consultation What is a bonus? – a bonus is an additional paycheck that is a (often large)

more »
Baseball

Baseball and Financial Life Planning: Get the Basics Right First

March 25, 2021

By Eric Kies CFP®, President, CCO, Sr Financial Planner The geese are flying north, the snow is melting, the days are getting longer and the temps

more »
team approach

Top Three Ways TPC’s Team Approach Benefits Our Clients

January 26, 2021

As you probably know, The Planning Center family has grown significantly in recent years. We now have a team of 26 employees and partners— financial planners,

more »
Page1 Page2 Page3 Page4 Page5 Page6 Page7 Page8 Page9 Page10 Page11 Page12

Categories

Categories
  • Advisor’s Corner
  • Market Commentary
  • Resources & Tools
  • TPC In The News
  • Webinars
Search

Make CONFIDENT Decisions

Stay informed with the latest financial insights from our experts.

tpc-logo-white

Phone: (888) 333-6986

Contact Us

Locations

  • Alaska
  • Chicago
  • Fresno
  • Iowa City
  • New Orleans
  • Quad Cities
  • Twin Cities

ALASKA
310 K Street
Suite 405
Anchorage, AK 99501

See Location

FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720

See Location

QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265

See Location

IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240

See Location

CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654

See Location

NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115

See Location

TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401

See Location

When We Help

  • Birth of a Child
  • Career Change
  • Divorce
  • Loss of a Loved One
  • Marriage
  • Retirement
  • Sudden Money
  • Birth of a Child
  • Career Change
  • Divorce
  • Loss of a Loved One
  • Marriage
  • Retirement
  • Sudden Money

Follow Us

  • Facebook
  • Twitter
  • LinkedIn

Company

  • What We Do
  • Who We Are
  • Blog
  • Client Login
  • Careers
  • What We Do
  • Who We Are
  • Blog
  • Client Login
  • Careers

The Planning Center © 2025

Regulatory Disclosures