Financial Rules of Thumb Series: Invest No More Than 10% of your Total Savings in Employer Stock
This post is part of the Financial Rules of Thumb series. Check out the rest
Save for Retirement Before Saving for a Child’s College Education
This post is part of the Financial Rules of Thumb series. Check out the rest here! (Today’s post
What We’re Reading – Sunday 10/14
We are often telling our clients that most of what comes from the financial media
Upperline Financial Planning Hurricane Isaac Update
In preparation for the arrival of Isaac in the coming days, we have evacuated the
Protecting What Hurts
My daughter recently broke her arm. There was no spectacular fall or story, just a
9 Questions About Money to Answer With Your Spouse
I recently had a conversation with my wife where I told her that an event
Pension in Louisiana? The PBGC Is Protecting You
We’ve been working with a number of clients from all over Louisiana with pensions from
Are Your Choices by Design or by Default?
In a recent meeting with a client, they mentioned an expense that they were paying
Budgets, Cash, and Principles.
During a recent bout with writer’s block, I asked my friends on Twitter (I’m @HJudeBoudreaux)
401(k) Fee Disclosure – Cutting Through the Jargon
After many years of waiting, the 401(k) Fee Disclosures are finally here. If you haven’t
Life Is But A Dream
I was sitting at dinner last night with my wife and daughter, who is really
You May Not Like The Choices You Have, But You Do Have Choices
The first time I meet with a new or prospective client, they say at some
