Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently interviewed for a Forbes article discussing initial steps to assist new widows in managing their finances.
Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in an NBC News article that discussed the recent volatility on Wall Street.
Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in a New Orleans Magazine article, where he discussed “Financial Planning Tips for Life’s Ups and Downs.”
Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in a CNBC article that discussed building a financial to-do list for 2025.
The Planning Center is proud to announce its inclusion as a top 20 firm on Financial Planning’s 2024 Best RIAs to Work For list. This distinction underscores the firm’s commitment to fostering a workplace culture that prioritizes employee well-being, provides work flexibility, and encourages professional growth.
Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in a CNBC article titled “What Investors Can Learn from the S&P’s Performance After Presidential Elections Since 1928.”
Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in a ThinkAdvisor Retirement Planning article titled “Are Boomers Hoarding Wealth From Their Millennial Children?”
Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in an Investopedia article titled “Some People Expect More Than $1 Million In Inheritance. Are You One Of Them?”
Senior Financial Planner Jude Boudreaux, CFP®, recently appeared in a CNBC article about moving abroad as a living option for retirees. The piece highlighted the desire for lower living costs and better lifestyles among relocating retirees.
The piece, appearing in the website’s Personal Finance section, discussed simple yet effective tips for getting more money from the government, banks, employers, and more.
The piece explores the concept that, while the standard advice is to avoid doing anything, there are some distinct exceptions. Read the full article to learn more about making sound financial decisions.
In the episode, we reveal the 3-step process we take clients through to craft a statement of financial purpose. We discuss the importance of having meaningful conversations centered around the client’s values and how we use those conversations to guide the client through difficult financial decisions.
Stay informed with the latest financial insights from our experts.
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