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TPC New Orleans Named One of the Best Financial Advisors

January 15, 2023

Our TPC New Orleans office is honored to have been named one of the finest financial advisors in the city by Expertise.com.

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Autumn K. Campbell, CFP®. Financial Planner, of The Planning Center: ’The youngest generation of professionals has a complex and new set of circumstances to navigate’

May 8, 2019

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

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Jude Boudreaux

GE’s move to slash dividends could put a dent in this retirement income strategy

December 4, 2018

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

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Autumn Campbell Awarded CFP(r) Designation

September 24, 2018

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

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Jude Boudreaux

Let’s get real: Saving for retirement is tough. Here’s a realistic approach

September 5, 2018

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

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Why “Play” Matters to Your Money

December 12, 2017

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

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Jude Boudreaux

Meet Our Newest Partner: H. Jude Boudreaux, CFP®

October 11, 2017

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,

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Upperline Featured in the Wall St. Journal!

December 13, 2011

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

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Big News for Upperline Financial Planning!

November 17, 2011

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!

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Making the Most of your Holiday Travel Budget

November 3, 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

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New Orleans – #1 City for Young Entrepreneurs

October 12, 2011

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

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Refinancing – the Silver Lining of the Uncertain Markets

October 6, 2011

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

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