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Your Insights

  • Andy Baxley, personal finance, retirement planning

7 Things Successful Retirees Have in Common: Purpose.

July 27, 2022

In America, the concept of “retirement” is relatively new. As recently as the late 1800s, most people either worked until they were physically incapable or until

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Jude

Jude Boudreaux of TPC has been recognized as one of Investopedia’s top financial advisors for 2022

July 16, 2022

Investopedia has chosen H. Jude Boudreaux, CFP®  Senior Financial Planner, as one of its top 100 financial advisors. The Investopedia 100 honors the nation’s most prominent, involved, and

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Thinking About Retiring in Another Country?

April 22, 2022

More Americans than ever are considering the possibility of moving to another country after they retire. Some people look for a location where they can live

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retirement

Are you saving enough for retirement? Odds are, probably not.

April 15, 2022

H. Jude Boudreaux, CFP®, Sr Financial Planner was recently quoted by CNBC.com. In this article, Jude outlines why savings targets can be counterproductive. Read the Entire Article Here

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When to ‘Set It and Forget It’ — And When Not

July 29, 2021

Market Watch recently included H. Jude Boudreaux, CFP® Sr. Financial Planner in their article about retirement planning. In this article, Jude encourages us to not completely forget

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Help Me Retire

August 28, 2020

I’m a 57-year-old nurse with no retirement savings and I want to retire within seven years. What can I do? TPC’s Jude Boudreaux, CFP ®, was

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The Market Downturn and My Retirement

April 8, 2020

by Jude Boudreaux, CFP® The recent market volatility has created another bump in the road for prudent long-term investors. Perhaps you have just retired or are

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Matt Knoll, CFP® - Sr. Financial Planner

Matt Knoll, CFP®. Financial Planner, featured in Forbes.com, “Can You Retire Comfortably at 35?”

May 29, 2019

Matt Knoll of The Planning Center discusses what it would take to retire early, as in your mid-30s to 40s. Read the whole article here: https://www.forbes.com/sites/lawrencelight/2019/05/19/can-you-retire-comfortably-at-35/#56da3c4d95a7

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The FIRE Movement — Is it just a fad?

May 10, 2019

by Matt Knoll, CFP® Reading online finance articles, blogs, and tweets, there always seems to be a hot new trend. At the very beginning of investment

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Five Steps from Retirement Savings to Retirement Income

January 22, 2015

For years, we’ve been talking to clients as an industry about the need to save.  Put money into your 401k, contribute to your IRAs, and one

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Are Your Choices by Design or by Default?

August 13, 2012

In a recent meeting with a client, they mentioned an expense that they were paying every month for a service they weren’t using. I can relate

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Earn More by Making the Most of your Benefits at Work

October 4, 2011

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

more »
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