Jude Boudreaux Archives - The Planning Center

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

Thinking About Retiring in Another Country?

April 22, 2022

More Americans than ever are considering the possibility of moving to another country after they retire. Some people look for a location where they can live

Are you saving enough for retirement? Odds are, probably not.

April 15, 2022

H. Jude Boudreaux, CFP®, Sr Financial Planner was recently quoted by CNBC.com. In this article, Jude outlines why savings targets can be counterproductive. Read the Entire Article Here

How to avoid a 6-figure tax penalty on foreign bank accounts

March 27, 2022

Americans with overseas assets know to file taxes, but filing with the FBAR can be easy to overlooked. H. Jude Boudreaux, CFP®, Sr. Financial Planner at our

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

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

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

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.