Now you can easily access recent financial advice and insights you may have missed.
Jude Boudreaux, CFP®, is a Partner and Senior Financial Planner in the New Orleans office. In an interview with WWLTV New Orleans, he discusses how charitable donations can be prioritized in anyone’s financial plan. For many individuals and families, giving is an important expression of personal values. You can view the video clip of the full interview here.
Amber Miller, CFP®, is a Senior Financial Planner with The Planning Center in Minneapolis-St. Paul. Female advisors are scarce in the wealth-management industry. The Wall Street Journal spotlights TPC’s very own Amber in this informative read all about the strong women changing what it means to be a financial planner. You can check out the full story here.
John Longstaff, CFP®, a Partner and Senior Financial Planner in the Fresno office, is featured in the Business Journal discussing how employers can easily integrate CalSavers to help their employees save for retirement. Did you know that employees in the US are 20 times more likely to save for retirement if they have access to a workplace payroll deduction savings plan? To read the entire blog, simply click here.
Jude Boudreaux, CFP®, a Partner and Senior Financial Planner in the New Orleans office, knows that your 40s are often packed with pressing financial burdens. Whether it’s saving for your child’s college tuition, caring for elder parents, or paying off your own loans, it can be hard to think about your own future. In this article, Jude notes the importance of prioritizing your retirement savings during this crucial time of your life and provides helpful money moves you can make. Check out the full story here.
Autumn Campbell, CFP®, a Financial Planner in the New Orleans and Tulsa offices of the Planning Center, believes that while salary increases are a cause for celebration, it’s also important that you factor your well-deserved income into your overall financial plan. In this timely blog, she offers advice for anyone who has recently seen an increase in their paycheck. You can read the full story here.
Jude Boudreaux, CFP®, is a Partner and Senior Financial Planner in the New Orleans office. In 2017, Jude merged his own firm, Upperline Financial Planning, with The Planning Center to give life to The Planning Center that we know and LOVE today! In this in-depth podcast, Advisor Success Academy interviews Jude about his journey as a financial advisor, the history of The Planning Center, and more! To hear his story, click here.