7 Steps to Take When You’ve Received an Inheritance
January 26, 2023
Andy Baxley, CFP®, CIMA®, Sr Financial Planner Here at The Planning Center, we focus a lot of our energy on transitions planning. In the financial planning
Andy Baxley, CFP®, CIMA®, Sr Financial Planner Here at The Planning Center, we focus a lot of our energy on transitions planning. In the financial planning
In this Morningstar article H. Jude Boudreaux, CFP® Sr. Financial Planner, provides ideas and advice on how to prepare when a spouse is terminally ill. Read the Entire Article Here
Our TPC New Orleans office is honored to have been named one of the finest financial advisors in the city by Expertise.com.
With over 200,000 financial advisors in the United States, how do you pick one? First, eliminate the stock pickers. Those are the people making predictions about
Dimensional has been working with financial advisors for more than three decades. To recognize the impact they have on the investor experience, we compiled a list
Andrew Sivertsen, CFP®, EA, CeFT®, Sr Financial Planner “On a long enough timeline, the survival rate for everyone drops to zero.” Intellectually, we understand the truth
Andy Baxley, CFP®, CIMA®, Sr Financial Planner Talking openly and honestly about our financial affairs can be difficult. Having the conversation with our children can be
TPC is honored to be listed among the top 11 financial advisors in Chicago, Illinois, according to Advisory HQ’s 2022-2023 list. TPC was rated as one
Jude Boudreaux, CFP®, Sr Financial Planner, recently served as a mentor for the FPA Residency Program in Colorado. This event is for new or soon-to-be certified
H. Jude Boudreaux, CFP® Sr. Financial Planner, explains the difference between building and contents and their exclusions and limitations when it comes to flood insurance in this AARP article.
Investors have likely noticed the improved opportunity set in fixed income due to higher yields. And yet some investors may be hesitant to take advantage of
This has been a challenging year for investors. On top of the equity bear market, the steep losses in bonds1 have been especially surprising, leading some
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