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
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
Congratulations to The Planning Center’s Autumn Campbell, who services clients out of the Tulsa and New Orleans offices was recently awarded the prestigious CFP(r) Designation. Read
The Planning Center’s Jude Boudreaux outlines a more realistic approach to saving for retirement by the decades. Read the entire article here: https://www.theadvocate.com/gambit/new_orleans/cue_magazine/article_365a87a8-a7bc-11e8-b7ca-e7d79652443e.html
By Jude Boudreaux So much of the work we do as planners is around clients and their cash flow. There are large spending choices we make
By Jude Boudreaux Hi, I’m Jude, the newest partner at The Planning Center! Great to meet you! You look amazing in 2D. During the past year,
Another exciting day in the news for Upperline Financial Planning! We were proud to be featured in a story that ran yesterday on the topic of
I just got my packet in the mail, and I’ve been named to the Medical Economics magazine list of Top Financial Advisers for Doctors in 2011!
If you’re like many Americans, you’ll be traveling to visit family and friends during the upcoming holiday season. Holiday Travel seems to have become more stressful
In case you haven’t seen it, New Orleans is the #1 City for Young Entrepreneurs according to this recent survey. I agree with everything in the
If you haven’t already, you might want to explore refinancing your home. With all of the uncertainty in the markets, people and institutions are stocking up
It’s that time of year again, when your Human Resources managers distribute large booklets of information and ask you to make choices about your benefits for
Stay informed with the latest financial insights from our experts.
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ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
NEW ORLEANS
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New Orleans, LA 70130
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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