Jude, a highly experienced financial planner, has decided to explore retiring abroad. Recognizing the importance of such a decision, writers at Financial Planning sought Jude for
Join us on CNBC as we take an in-depth look at the global migration trend with our guest speaker, Jude. Together, we’ll explore the increasing number
Whether you’ve been a grandparent for a single day or two decades, you’ve probably already realized that there’s not much you wouldn’t do to help your grandchild. Especially for those with significant means, making informed decisions about how much and what type of help is most beneficial for a grandchild involves thoughtful planning, good communication, and careful consideration of financial, tax, and other implications.
A 2022 study by insurer Northwestern Mutual reveals some interesting interrelationships between attitudes and habits toward finance and general wellness. Conducted by the Harris polling organization, the survey asked 2,500 respondents age 18 or older a series of questions regarding their feelings about finances and also about key indicators of emotional wellness. What researchers found was that those who viewed themselves as financially disciplined or who worked with a professional financial planner reported significantly better levels of happiness and confidence. They also indicated enjoying better sleep.
Boudreaux joins a diverse community of advisors focused on sharing input that fuels research to help professionals strengthen their practices. Financial Advisor IQ is a resource
Should I be concerned if my financial advisor is commission-based? What is a fee-based
fiduciary and what difference does it make to work with one? The way a financial advisor is
set up to receive compensation can make a big difference for the client. Find out how.
Discover the ideal amount of emergency savings recommended by financial advisors to navigate through times of economic uncertainty in this CNBC article. Read the Entire Article Here
In a recent article published by CNBC about Roth IRA’s, certified financial planner with The Planning Center in New Orleans, H. Jude Boudreaux, CFP®, highlights that getting started is
What does a century of economic cycles teach investors about investing? Our interactive exhibit examines how stocks have behaved during US economic downturns. Markets around the
Every year at this time, the NCAA men’s basketball tournament thrills fans and creates so much interest that it’s estimated one in four Americans filled out
Congratulations to TPC’s Matt Mercer, who was recently promoted to Chief Operating Officer (COO). Matt’s the person on our team who makes sure all of our
When adult children agree to serve as the executor of their parents’ estate, they often underestimate the amount of work involved. The executor’s job is to
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