Considering dementia and financial planning helps families prepare legal and income protections before cognitive decline disrupts decision-making.
Jude Boudreaux, CFP® of The Planning Center, was recently featured in Family Wealth Report discussing the challenges of AI adoption in wealth management. In the interview, Jude highlights the importance of trust, data privacy, and ensuring technology strengthens—not replaces—the human relationships central to financial planning.
With increasing age, many retirees experience medical and mental issues that make it difficult or impossible for them to live on their own. But the type of long-term care they need can be expensive.
Retirement cash flow isn’t just a matter of quantity: it also matters where the cash is coming from. Good retirement cash flow planning should include tax-efficient strategies to make the most of your retirement nest egg.
The Planning Center has launched Living Beyond the Numbers, a new podcast hosted by Jude Boudreaux, CFP®. Each episode explores what it means to live a wealthy life—measured not just in dollars, but in purpose, experiences, and meaningful connections. Tune in for conversations on aligning money with values, overcoming financial challenges, and building a more fulfilling future.
Even if you live overseas, U.S. tax obligations may still apply. In a recent CNBC feature, Jude Boudreaux, CFP®, explains why expats should seek accountants with cross-border tax expertise to avoid double taxation and costly mistakes.
The Planning Center’s Jude Boudreaux and Julia Davis were featured in Gambit, highlighting the importance of honest financial conversations before marriage and offering practical tips to make them more approachable.
With tuition costs rising faster than inflation, early planning is essential for funding college. From 529 plans to Roth IRAs to disciplined savings, families who start early give their children the best chance at a debt-free education.
Like most important processes, family gifting strategies are best carried out in an atmosphere of clear and frequent communication.
Jude Boudreaux, CFP®, shares key financial considerations for Americans planning to move abroad in a recent VettaFi ETF Trends feature.
Volatility is actually a sign that markets are doing what they do best: pricing in the expected impact of currently known factors.
Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently interviewed for a Forbes article discussing initial steps to assist new widows in managing their finances.
Stay informed with the latest financial insights from our experts.
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