Because losing a spouse is an emotionally tough time, managing financial tasks may feel almost impossible. In addition to consulting with your wealth advisor, ask for help from a trusted family member or close friend.
Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in an Investopedia article titled “Some People Expect More Than $1 Million In Inheritance. Are You One Of Them?”
Since its enactment in 1932, families with significant assets have utilized the annual gift tax exclusion as a tool for both transferring wealth to the next generations and also reducing the size of the taxable estate.
The piece explores the concept that, while the standard advice is to avoid doing anything, there are some distinct exceptions. Read the full article to learn more about making sound financial decisions.
In a recent article published by CNBC about couples and financial stress, Jude Boudreaux, a certified financial planner and senior financial planner with The Planning Center in New Orleans, emphasizes the importance of communication in overcoming financial conflicts.
In a recent article published by CNBC about expats, taxes, and citizenship renunciation, CERTIFIED FINANCIAL PLANNER® with The Planning Center in New Orleans, H. Jude Boudreaux,
Embark on a financial empowerment journey as Jude teams up with CNBC to unveil strategic methodologies for alleviating tax burdens within your retirement portfolio. In this
Jude, a highly experienced financial planner, has decided to explore retiring abroad. Recognizing the importance of such a decision, writers at Financial Planning sought Jude for
Join us on CNBC as we take an in-depth look at the global migration trend with our guest speaker, Jude. Together, we’ll explore the increasing number
Boudreaux joins a diverse community of advisors focused on sharing input that fuels research to help professionals strengthen their practices. Financial Advisor IQ is a resource
In a recent article published by CNBC about Roth IRA’s, certified financial planner with The Planning Center in New Orleans, H. Jude Boudreaux, CFP®, highlights that getting started is
According to H. Jude Boudreaux, CFP®, a CERTIFIED FINANCIAL PLANNER® at The Planning Center in New Orleans, businesses need to start asking their banks some key questions. Newsday reports
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