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Your Insights

  • covid-19, family, Jude Boudreaux, retirement planning

The Market Downturn and My Retirement

April 8, 2020

by Jude Boudreaux, CFP® The recent market volatility has created another bump in the road for prudent long-term investors. Perhaps you have just retired or are

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Coping with COVID-19: N.O. Business Leaders Share Their Insights

April 8, 2020

by Jude Boudreaux, CFP® The Biz New Orleans Magazine asked more than 500 local business leaders how they are dealing with the challenges of the global

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How to Prepare Your Wallet for Coronavirus

March 23, 2020

The stock market has been in turmoil this week, with the fast spread of COVID-19, known as coronavirus, in the United States. It’s an unpredictable time,

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In this volatile market, it’s key to keep it simple.

March 23, 2020

When things get scary, we all look for something to protect us. A new approach, somebody who seems to have the latest and greatest idea. But,

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The government wants to start sending millions of Americans a check. Here’s how to use it wisely.

The government wants to start sending millions of Americans a check. Here’s how to use it wisely.

March 23, 2020

Some good news – in the form of money – may be coming to Americans soon. On Tuesday, Treasury Secretary Steve Mnuchin said that the Trump

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How Often You Should Engage With Clients

November 25, 2019

How does TPC manage efficient client communications throughout the year? In this article, TPC Senior Financial Planner  Jude Boudreaux discusses the topic of client-advisor contact points

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Taking the Leap to the Next Level

November 5, 2019

In 2017, Jude Boudreaux merged his own firm, Upperline Financial Planning, with The Planning Center to give life to The Planning Center that we know and

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4 money moves to make in your 40s to prepare for retirement

October 27, 2019

Your 40s are often packed with pressing financial burdens. Whether it’s saving for your child’s college tuition, caring for elder parents, or paying off your own

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Financial Planning for Charitable Giving

October 18, 2019

For many individuals and families, giving is an important expression of personal values. In this clip, TPC financial planner Jude Boudreaux discusses how charitable donations can

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Millennials: Go ahead and take that vacation instead of paying off your student debt.

September 30, 2019

Just because you have student debt doesn’t mean you can’t afford to splurge every once in a while.  In this article, Jude Boudreaux explains why investing

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7 high-paying jobs you can get without a college degree

September 6, 2019

During a time when going to college is often viewed as a necessity, Jude Boudreaux explores alternative options as a feature in this informative article. Read

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Making the Most of Your Labor Day

August 30, 2019

  by H. Jude Boudreaux, CFP® With Labor Day on everyone’s mind, it’s worth noting the meaning and history of this celebrated day. It’s also a

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