With tuition costs rising faster than inflation, early planning is essential for funding college. From 529 plans to Roth IRAs to disciplined savings, families who start early give their children the best chance at a debt-free education.
Like most important processes, family gifting strategies are best carried out in an atmosphere of clear and frequent communication.
Jude Boudreaux, CFP®, shares key financial considerations for Americans planning to move abroad in a recent VettaFi ETF Trends feature.
Volatility is actually a sign that markets are doing what they do best: pricing in the expected impact of currently known factors.
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.
But how much do most really understand about the basics of estate planning and inheritance law? In this article, we’ll provide a brief summary of some of the more common estate plans and offer an overview of the responsibilities of an executor.
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.”
One important question that all who are approaching retirement should consider is how taxes will impact their retirement income. Especially since most retirees are “spending down” their retirement nest egg, making it last as long as possible is a high priority.
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.”
We’ve written previously about various ways grandparents might want to structure the financial gifts they provide for their grandchildren. Grandparents may wish to include their grandchildren in their annual gifting plans as a regular part of their estate planning; in 2024, by combining their individual gift tax exclusions, a married couple filing jointly can gift as much as $36,000 to one or more individuals.
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?”
Stay informed with the latest financial insights from our experts.
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