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
Are you an owner of a corporation, LLC, limited partnership, or any entity whose existence is created by a filing with a secretary of state in any state? If so, your business may be subject to new requirements under the Corporate Transparency Act’s (CTA) Beneficial Ownership Information (BOI) reporting.
“Retirement age” doesn’t mean the same thing it did twenty years ago—or even ten years ago. From the “FIRE” movement—with advocates focused on retiring in their 50s or younger—to those pursuing a “second act”—a second career following a full first career—retirement age has come to mean many different things to many different people. But what’s the right age for you? Our article can help you decide.
An older businessman once asked a young associate what the term “financial independence” meant to him. The young man thought a moment, then replied, “It’s when your paycheck is always enough to take care of your expenses.” The older man smiled and shook his head. “Financial independence,” he said, “is when it doesn’t matter whether you get a paycheck or not.”
The nuances of executive compensation require careful attention to some specific elements and potential issues. Let’s talk about some of the basics of executive compensation, how they might fit into your long-term financial strategy, and some particular matters that deserve specific focus.
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
Jude, a highly experienced financial planner, has decided to explore retiring abroad. Recognizing the importance of such a decision, writers at Financial Planning sought Jude for
Join us on CNBC as we take an in-depth look at the global migration trend with our guest speaker, Jude. Together, we’ll explore the increasing number
Boudreaux joins a diverse community of advisors focused on sharing input that fuels research to help professionals strengthen their practices. Financial Advisor IQ is a resource
Discover the ideal amount of emergency savings recommended by financial advisors to navigate through times of economic uncertainty in this CNBC article. Read the Entire Article Here
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
Investopedia has chosen H. Jude Boudreaux, CFP® Senior Financial Planner, as one of its top 100 financial advisors. The Investopedia 100 honors the nation’s most prominent, involved, and
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