6 Estate Planning Tips for Singles
April 22, 2023
Andy Baxley, CFP®, CIMA® Sr. Financial Planner at the Planning Center in Chicago, highlights the unique challenges that single people face when it comes to estate planning
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Andy Baxley, CFP®, CIMA® Sr. Financial Planner at the Planning Center in Chicago, highlights the unique challenges that single people face when it comes to estate planning
Andy Baxley, CFP®, CIMA®, CeFT®, Sr. Financial Planner, explores some of the reasons why you might want to avoid SPIAs and consider alternative strategies for generating
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
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
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
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
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
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
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
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
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
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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