Greece Votes No – What Does It Mean?
Everybody on my email list got this earlier today, if you would like to sign
Five Steps from Retirement Savings to Retirement Income
For years, we’ve been talking to clients as an industry about the need to save.
The Zorro Circle and Your Money
(Today’s post comes from a concept in Shawn Achor’s excellent book The Happiness Advantage –
Have an Inherited IRA? Supreme Court Ruling Affects Creditor Protection
In our work with Entrepreneurs and Physicians, issues of asset protection always come up. We
Money – Balancing Spending Now and Saving for the Future
I’m very excited to have my first piece run for Money Magazine’s new website Money.com,
Should You Pay Off Student Loans Early? 5 Questions to Consider
I’ve recently had a few clients and children of retired clients ask me questions about
Focus on Progress, not Perfection
When I work with families, they tend to share a few characteristics – They’re incredibly
A Simple Way to Set Goals for 2014
I love complex processes. I really do. There’s just something about the intricacies of a
Frustrated With Your Partner? Here’s Your Task
I often find when I talk to clients, they’re frustrated with a specific financial trait
Cash is King – It’s Useful For More Than Mattress Stuffing
I seem to be having conversations with clients daily about cash. We talk about how
National Retirement Planning Week
You may know that April is Financial Literacy Month. What you may not know that last
H. Jude Boudreaux Listed Among Top Financial Advisors for Doctors for Second Year in a Row
We at Upperline Financial Planning are proud to announce that H. Jude Boudreaux, CFP® was
