The Tulsa World interviews The Planning Center’s Autumn Campbell, CFP®, on the new generation of financial planners and the challenges more

The Planning Center’s Senior Financial Planner Jude Boudreaux, CFP(r) discusses with Darla Mercado of CNBC the effects of General Electric more

Congratulations to The Planning Center’s Autumn Campbell, who services clients out of the Tulsa and New Orleans offices was recently more

The Planning Center’s Jude Boudreaux outlines a more realistic approach to saving for retirement by the decades. Read the entire article more

By Jude Boudreaux So much of the work we do as planners is around clients and their cash flow. There more

By Jude Boudreaux Hi, I’m Jude, the newest partner at The Planning Center! Great to meet you! You look amazing more

Another exciting day in the news for Upperline Financial Planning! We were proud to be featured in a story that more

I just got my packet in the mail, and I’ve been named to the Medical Economics magazine list of Top more

If you’re like many Americans, you’ll be traveling to visit family and friends during the upcoming holiday season. Holiday Travel more

In case you haven’t seen it, New Orleans is the #1 City for Young Entrepreneurs according to this recent survey. more