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    From Chaos to Clarity: J.J. Sessions, CFP® on Family, Cash Flow, and Financial Freedom
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Your Insights

  • Alaska Office, Financial Planning, retirement

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

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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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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

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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.

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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

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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

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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)

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