Email : jude@upperlinefinancial.comPhone: 504-610-5833
Featured Posts

Five Steps from Retirement Savings to Retirement Income

For years, we've been talking to clients as an industry about the need to save.  Put money into your 401k, contribute to your IRAs, and one day you'll be ready ...

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The Zorro Circle and Your Money

(Today's post comes from a concept in Shawn Achor's excellent book The Happiness Advantage - I highly recommend it as the principles are applicable across so many areas of our ...

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Have an Inherited IRA? Supreme Court Ruling Affects Creditor Protection

In our work with Entrepreneurs and Physicians, issues of asset protection always come up.  We understand the rules associated and  work with clients alongside their legal advisors to protect the ...

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Money - Balancing Spending Now and Saving for the Future

I'm very excited to have my first piece run for Money Magazine's new website, about balancing spending now and saving for the future.  This is a fundamental struggle that ...

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Should You Pay Off Student Loans Early? 5 Questions to Consider

I've recently had a few clients and children of retired clients ask me questions about paying off their student loans early, so I thought a blog post was in order. ...

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About Upperline Financial

Upperline Financial Planning provides a fresh take on the Financial Planning process. My mission is to help you use your money to make your life’s dreams a reality. Upperline is a fee-only financial planning firm, meaning we earn no commissions on products or investments. My only goal is to help you live the life that you want to live.
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