Tax-Loss Harvesting Explained
You may have noticed changes in the bonds you hold in your taxable accounts (not
What to Do If You Receive a Financial Windfall
H. Jude Boudreaux, CFP® Sr. Financial Planner, shares tips on how prepare and navigate an unexpected
All Eyes on the Fed? A Look at Federal Funds Rate, Bond Return, and Term Premium
The prospect of an increase in the federal funds rate has raised questions about future
Should You Chase Dividend Stocks to Combat Inflation and Rate Hikes?
With inflation at its highest level in decades and the US Federal Reserve raising interest
Are you saving enough for retirement? Odds are, probably not.
H. Jude Boudreaux, CFP®, Sr Financial Planner was recently quoted by CNBC.com. In this article, Jude outlines
Budgeting for a baby: Here’s what financial advisors recommend for new parents
By The Planning Center, Financial Advisor at our Twin Cities office shares with CNBC about how to budget
How to avoid a 6-figure tax penalty on foreign bank accounts
Americans with overseas assets know to file taxes, but filing with the FBAR can be
TPC Team News
Nancy’s Retirement: After 48 years of practicing, the last 11 with The Planning Center, we
Investing in Real Estate? Local Options Are Growing
H. Jude Bourdreaux, CFP®, Sr. Financial Planner at our New Orleans office weighs in with
