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  • covid-19, financial team, Jude Boudreaux, retirement
Money

Did Money Problems Stress You Out During the Pandemic? Financial Therapy Might Be the Answer

May 11, 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 Center, a fee-only financial

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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,

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TPC’s Best Place to Work Award has Perfect Timing

May 7, 2020

InvestmentNews recently announced that The Planning Center is on their “Best Places to Work for Financial Advisors” list for 2020.  This means that TPC is one

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Longevity and Fixed Pensions

December 14, 2018

by Matt Sivertsen, CFP® Reflecting back on the year 2004, I was one year into working at The Planning Center. I had just started working on

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Thoughts on…Working with Millenials

August 7, 2017

by Nancy Caldie As a baby boomer, my interest in reading Ashlee Veneman’s article, Working with Millennials, was peaked from the very first line. “I came

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Golf Caddies and Financial Planners

July 24, 2017

by Matt Sivertsen Recently an online headline caught my attention. It read, “Why do professional golfers need caddies?” I clicked on it to read what Richard

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Suite 108
Fresno, CA 93720

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Moline, Illinois 61265

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Chicago, IL 60654

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New Orleans, LA 70115

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Suite 701
Minneapolis, MN 55401

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