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How Often You Should Engage With Clients
How does TPC manage efficient client communications throughout the year? In this article, TPC Senior Financial Planner Jude Boudreaux discusses more
Taking the Leap to the Next Level
In 2017, Jude Boudreaux merged his own firm, Upperline Financial Planning, with The Planning Center to give life to The more
4 money moves to make in your 40s to prepare for retirement
Your 40s are often packed with pressing financial burdens. Whether it’s saving for your child’s college tuition, caring for elder more
Financial Planning for Charitable Giving
For many individuals and families, giving is an important expression of personal values. In this clip, TPC financial planner Jude more
Millennials: Go ahead and take that vacation instead of paying off your student debt.
Just because you have student debt doesn’t mean you can’t afford to splurge every once in a while. In this more
7 high-paying jobs you can get without a college degree
During a time when going to college is often viewed as a necessity, Jude Boudreaux explores alternative options as a more
Making the Most of Your Labor Day
by H. Jude Boudreaux, CFP® With Labor Day on everyone’s mind, it’s worth noting the meaning and history of this more
How to Claim Compensation from the Equifax Data Breach Settlement
by H. Jude Boudreaux, CFP® You may have heard in the news that Equifax has reached a proposed settlement more
Income-Based Fees Make a “Comeback”
Jude Boudreaux, CFP®, Partner and Senior Financial Planner in the New Orleans office discusses how income-based fees are on their more
GE’s move to slash dividends could put a dent in this retirement income strategy
The Planning Center’s Senior Financial Planner Jude Boudreaux, CFP(r) discusses with Darla Mercado of CNBC the effects of General Electric more