Jude Boudreaux Featured in ThinkAdvisor Article
Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in a ThinkAdvisor Retirement Planning article titled “Are Boomers Hoarding Wealth From Their Millennial Children?”
Jude Boudreaux Featured in Investopedia Article
Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in an Investopedia article titled “Some People Expect More Than $1 Million In Inheritance. Are You One Of Them?”
Jude Boudreaux Featured in CNBC Article
Senior Financial Planner Jude Boudreaux, CFP®, recently appeared in a CNBC article about moving abroad as a living option for retirees. The piece highlighted the desire for lower living costs and better lifestyles among relocating retirees.
TPC Featured in Best Life Personal Finance Article
The piece, appearing in the website’s Personal Finance section, discussed simple yet effective tips for getting more money from the government, banks, employers, and more.
Jude Boudreaux Featured in Wall Street Journal Article
The piece explores the concept that, while the standard advice is to avoid doing anything, there are some distinct exceptions. Read the full article to learn more about making sound financial decisions.
TPC Featured on The Human Side of Money Podcast
In the episode, we reveal the 3-step process we take clients through to craft a statement of financial purpose. We discuss the importance of having meaningful conversations centered around the client’s values and how we use those conversations to guide the client through difficult financial decisions.
TPC Featured on Standard Deviations Podcast
In the episode, titled “The Power of Financial Purpose,” we dive into the marriage of capital and purpose, explains how he helps clients align their financial decisions with their values, and much more.
The Planning Center Featured in Kiplinger Article
The Planning Center, was recently featured in a Kiplinger article titled “8 Great Places for Snowbirds to Land.”
Jude Boudreaux Featured in CNBC Article
In a recent article published by CNBC about couples and financial stress, Jude Boudreaux, a certified financial planner and senior financial planner with The Planning Center in New Orleans, emphasizes the importance of communication in overcoming financial conflicts.
Matt Knoll Featured in CNBC Article
Greg Iacurci, Personal Finance writer at CNBC, recently interviewed @Matt Knoll, CFP®, Senior Financial Advisor, for an article on why fewer Americans are buying life insurance.
Matthew Sivertsen recognized as an Advisor to Watch 2024 by AdvisorHub
AdvisorHub recently recognized @Matthew Sivertsen, CFP®, Senior Financial Planner in their 2024 Advisor to Watch
The Planning Center Quoted in InvestmentNews
In a recent article published by InvestmentNews about phased retirement, The Planning Center highlights that
