The Planning Center’s H. Jude Boudreaux to serve on 2023 Financial Advisor IQ Leadership Council
Boudreaux joins a diverse community of advisors focused on sharing input that fuels research to
Here’s how much emergency savings you need amid economic uncertainty, according to financial advisors
Discover the ideal amount of emergency savings recommended by financial advisors to navigate through times
Why it’s ‘just no question’ new investors should start by opening a Roth IRA, expert says
In a recent article published by CNBC about Roth IRA’s, certified financial planner with The Planning Center
Market Returns through a Century of Recessions
What does a century of economic cycles teach investors about investing? Our interactive exhibit examines
Hoop Dreaming Is Fun in March. Investing Realities Apply across a Lifetime.
Every year at this time, the NCAA men’s basketball tournament thrills fans and creates so
What’s Your True Net Worth?
Many apps today claim to instantly calculate your net worth by adding up your banking
Secure Act 2.0 – Changes That Could Affect You
By Aristotle Makris, CPA, CFP® Congress first passed the Secure Act in 2019 in an effort to
Are your bank deposits FDIC-insured? What to know in the wake of Silicon Valley Bank, Signature Bank closures
In this CNBC article, Jude Boudreaux shares knowledge and suggestions on FDIC insurance. Jude Boudreaux, CFP®, is
Two Steps Forward, One Step Back for Investors
Consider everything investors have been through in recent years: a global pandemic, rapid inflation, war
Market Review 2022: After a Down Year, Looking to the Past as a Guide
KEY TAKEAWAYS It was an up-and-down year for markets—in the end, one with more down than up. The world
Mixed Emotions – Managing a Recent Inheritance and Grief
By Michelle Maton, Senior Financial Planner, CFP®, EA, CeFT® It’s always difficult to lose a
Secure Act 2.0 – What’s Changed about RMDs
By Aristotle Makris, CPA, CFP® In late 2022 as part of a major budget bill,
