Your Insights

Your Tax Bracket and Your Retirement Strategy

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.

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Grandparents and Gifting: Doing It the Right Way

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.

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Jude Boudreaux Featured in CNBC Article

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.

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Jude Boudreaux Featured in CNBC Article

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.

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