In a recent article published by CNBC about couples and financial stress, Jude Boudreaux, a certified financial planner and senior financial planner with The Planning Center in New Orleans, emphasizes the importance of communication in overcoming financial conflicts.
Greg Iacurci, Personal Finance writer at CNBC, recently interviewed @Matt Knoll, CFP®, Senior Financial Advisor, for an article on why fewer Americans are buying life insurance.
AdvisorHub recently recognized @Matthew Sivertsen, CFP®, Senior Financial Planner in their 2024 Advisor to Watch ranking. A total of 1,000 advisors were listed across seven categories
In a recent article published by InvestmentNews about phased retirement, The Planning Center highlights that phased retirement can help individuals transition smoothly into this new life
The Planning Center recently received the Best Places to Work award from InvestmentNews. This award recognizes the company’s dedication to creating a positive workplace culture and
In a recent article published by CNBC about expats, taxes, and citizenship renunciation, CERTIFIED FINANCIAL PLANNER® with The Planning Center in New Orleans, H. Jude Boudreaux,
We are delighted to share noteworthy news – the Aligned Money podcast has recently featured the financial planning expertise of Andy Baxley. Andy, a CERTIFIED FINANCIAL
Recently featured in NAPFA Advisor, The Planning Center has garnered recognition for its unique and multi-generational approach to financial planning. Leading this innovative strategy is Michael
In a fascinating article from USA Today, JJ Sessions provides valuable insight into the intricacies of inheriting a Roth IRA. As a guest, Sessions delves into
Discover the our feature, published in USA Today. In this insightful article, we delve into the unsettling trends impacting the performance of 401(k) plans beyond 2022
In the thought-provoking article “Retirement Tips: Why We Often Struggle to Pivot from Saving to Spending,” We delve into the complex world of retirement planning. We
Embark on a financial empowerment journey as Jude teams up with CNBC to unveil strategic methodologies for alleviating tax burdens within your retirement portfolio. In this
Stay informed with the latest financial insights from our experts.
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