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
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
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
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
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
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
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
by H. Jude Boudreaux, CFP® You may have heard in the news that Equifax has reached a proposed settlement with the courts. The settlement
The Tulsa World interviews The Planning Center’s Autumn Campbell, CFP®, on the new generation of financial planners and the challenges for the millennials and other younger
Jude Boudreaux, CFP®, Partner and Senior Financial Planner in the New Orleans office discusses how income-based fees are on their way back with Samuel Steinberger of
The Planning Center’s Senior Financial Planner Jude Boudreaux, CFP(r) discusses with Darla Mercado of CNBC the effects of General Electric slashing its quarterly dividend to $0.01
The Planning Center’s Financial Planner Autumn Campbell CFP®, discusses what potential homebuyers should consider before buying their first home. Read the entire article here: https://www.forbes.com/sites/kateashford/2018/10/31/firsthome/ Jude Boudreaux,
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