Email : jude@upperlinefinancial.comPhone: 504-610-5833
Archive - Monthly Summaries RSS Feed

Top Posts – April 2013

 

Screen Shot 2013-05-02 at 2.55.34 PM [www.imagesplitter.net] (1)

The 5 most viewed blog posts on the Upperline Financial Planning blog in April:

  1. 6 Tips for Refinancing Your Home – Financial Rules of Thumb Series
  2. Inherited IRA’s – What You Need to Know
  3. Financial Rules of Thumb Series – How Much Should My Car Payment Be?
  4. H. Jude Boudreaux, CFP® Named to List of Top Financial Advisors for Doctors for 2nd Consecutive Year
  5. Lending Money to Adult Children – 4 Things to Consider

Top Posts of 2012

2012 was an incredible year for Upperline Financial Planning, and I’m so thankful to all of you who visit the site and contributed to our success!  Below is a list of the 10 most viewed blog posts of 2012, I hope you enjoy them, and hope we can contribute great information for you in 2013!

  1. 6 Tips for Refinancing Your Home – Financial Rules of Thumb Series
  2. My 6 Favorite Business iPad Apps
  3. Financial Rules of Thumb Series – How Much Should My Car Payment Be?
  4. Lending Money to Adult Children? 4 Points to Consider
  5. Student Loan Consolidation Deadline 6/30/2012
  6. Financial Rules of Thumb – A Financial Planner’s Perspective
  7. 100 Minus Your Age?  - Financial Rules of Thumb Series
  8. Financial Rules of Thumb Series – Is Saving 10 Percent Enough?
  9. Inherited IRAs – What You Need To Know
  10. Your Summer Vacation Budget – 6 Tips to Make the Most of It

Most Read Posts – July 2012

Word Cloud of words posted in the blog – July 2012 (Wordle.net)

Below are the 10 most viewed posts on the Upperline Financial Planning Blog in July 2012:

  1. 6 Tips For Refinancing Your Home – Financial Rules of Thumb Series
  2. It Takes Time
  3. Student Loan Consolidation Deadline June 30th
  4. On Positive Action in Light of Tragedies
  5. Financial Rules of Thumb Series – How Much Should My Car Payment Be?
  6. 100 Minus your Age? – Financial Rules of Thumb Series
  7. Life Is But A Dream
  8. You May Not Like the Choices you Have, but You Do Have Choices
  9. My 6 Favorite Business iPad Apps
  10. Lending Money to Adult Children? 4 Points to Consider

Top Posts of June 2012

Below are the 10 most viewed posts on the Upperline Financial Planning Blog in June (word cloud from Wordle.net)

Certified Financial Planner - Top Posts of June 2012

  1. Student Loan Consolidation Deadline 6/30!
  2. 6 Tips for Refinancing Your Home – Financial Rules of Thumb Series
  3. “If You Don’t Get It Built, The Work Doesn’t Matter”
  4. Who Are Your Beneficiaries?  Are You Sure?
  5. Financial Rules of Thumb – A Planner’s Perspective
  6. Teaching Kids Using “Money As You Grow”
  7. Financial Rules of Thumb Series – How Much Should My Car Payment Be?
  8. A Financial Plan for When (If) You Get Laid Off
  9. 100 Minus Your Age? – Financial Rules of Thumb Series
  10. A Difference Between an Employee and an Entrepreneur

Top Posts of 2011 – Jury Duty Edition

(I’ve been called for Jury Duty for the first two weeks of January, so my posts during these weeks will be recaps of 2011)

It was an incredible year to be a fee-only financial planner in New Orleans.  I’ve learned a lot, especially the challenge of writing a regular blog!  I try to make my posts useful, interesting, and readable and a lot more work goes into that than I previously realized.  Thanks for reading.  I’ll keep working to make this place better in the years to come!

Below are the 10 most viewed posts on the Upperline Financial Planning Blog in 2011 (word cloud from Wordle.net)

 

  1. My 6 Favorite Business iPad Apps (I had no idea this post would be so popular.  I guess there are a lot of people searching for good iPad apps!)
  2. Financial Rules of Thumb – A Planner’s Perspective (I really struggle with rules of thumb and financial planning, and created this series to expand my thoughts on some of these ideas.  I’m glad they’ve been so well received!)
  3. Buying vs Renting a Home? – Financial Rules of Thumb Series (I often feel like people who are renting feel like they’re ‘throwing their money away’ when there are a lot of times that renting makes more sense than owning.  Here’s my case for that)
  4. Creating a Digital Trust Fund for your Child (Just a quick, cheap way to do something for your kids and reserve some digital space for them later in life)
  5. 6 Books for College Grads (I love to read, and I’ve also been fortunate to teach at Loyola University in New Orleans recently so I hope I know what is going on with college students these days.  These are 6 books that I’d give to any new grad.)
  6. 6 Tips for Refinancing Your Home – Financial Rules of Thumb Series (It’s a great time to refinance, and here are a few things to consider and help you determine if it’s a good idea for you or not.)
  7. This Time, Is It Different? (When things get scary in the markets, it always feels like things have changed and will never be same again.  This post examines whether that’s true or not)
  8. Is Saving 10% Enough? – Financial Rules of Thumb Series  (I always hear people talking about saving 10% as the magic number for retirement.  That number may work for some, but not for many.)
  9. Our Mistakes are Burned Up (We’ve all made mistakes along the way.  This is based on a quote from Thomas Edison after his factory was destroyed in a fire. Can we start fresh, from where we are now?)
  10. Big News for Upperline Financial Planning! (This was really big news, to be included in the Medical Economics Magazine list of Top Financial Advisers for Doctors)

Thanks everybody for reading, commenting, sharing, and being a part of this community!

Top Posts for November 2011

November was another month of incredible growth for Upperline Financial Planning.  I was honored to be included in the Medical Economics Magazine list of Top Financial Advisers for Doctors (click #1 below to read more!).

Below are the 10 most viewed posts on the Upperline Financial Planning Blog in November (word cloud from Wordle.net)

 

  1. Big News for Upperline Financial Planning!
  2. Einstein on a Happy Life
  3. My 6 Favorite Business iPad Apps
  4. Making the Most of your Holiday Travel Budget
  5. 6 Tips for Refinancing your Home – Financial Rules of Thumb series
  6. Baby Steps Aren’t Just for Babies
  7. Your Summer Vacation Budget – 6 Tips to Make the Most of it
  8. Financial Rules of Thumb Series – How Much Should My Car Payment Be?
  9. The Pros and Cons of Prepaid Cards for Teens
  10. 6 Books for College Grads

Top Posts for October 2011

October was an incredible month for me and Upperline.  I was honored to be included as part of the inaugural New Orleans CityBusiness Class of Top Financial Professionals.

Below are the 10 most viewed posts on the Upperline Financial Planning blog in October.

 

 

Wordle.net – word cloud of top posts in October

  1. Earn More by Making the Most of your Benefits at Work
  2. My 6 Favorite Business iPad Apps
  3. Baby Steps Aren’t Just for Babies
  4. Refinancing – the Silver Lining of the Uncertain Markets
  5. New Orleans – #1 City for Young Entrepreneurs
  6. 6 Tips for Refinancing Your Home – Financial Rules of Thumb Series
  7. Is Your Identity Safe? National Protect Your Identity Week
  8. 7 Financial Tips for Newlyweds
  9. Financial Rules of Thumb – A Planner’s Perspective
  10. A Difference Between an Employee and an Entrepreneur

Top Posts for July 2011

Below are the 10 most viewed pages and posts on the Upperline Financial Planning website in July.

Wordle.net – Word Cloud of all of the words written on my site in July 2011

  1. Buying vs Renting a Home – Financial Rules of Thumb Series
  2. Upperline Financial Planning – Press (It was a big news month for us!)
  3. Is Saving 10% Enough? – Financial Rules of Thumb Series
  4. Should You Always Take the Match on your 401k? – Financial Rules of Thumb Series
  5. Can the Eiffel Tower Help You Make Better Financial Decisions?
  6. Financial Rules of Thumb – Series Page
  7. Emergency Fund – Is 3 Months of Expenses the Right Amount? – Financial Rules of Thumb Series
  8. Your Summer Vacation Budget – 6 Tips to Make the Most of it
  9. My 6 Favorite Business iPad Apps
  10. 6 Tips for Refinancing Your Home – Financial Rules of Thumb Series
What was your favorite post from July?  Any suggestions for topics you’d like to see me write about here?

Upperline Financial Planning – News for June 2011

June 2011 was  big month for Upperline!  I was featured in the Wall Street Journal, Journal of Financial Planning, and Financial Planning Magazine, among other places.  We had our strongest month in terms of new clients, and continued providing what I hope is useful content here, including the launch of our first series exploring Financial Rules of Thumb.
Upperline Financial Planning - Words Written June 2011

Upperline Financial Planning - Words in Blog Posts June 2011

Most Viewed Posts for June 2011

  1. Creating a Digital Trust Fund for your Child
  2. Joyful – A Father’s Day Reflection
  3. Financial Rules of Thumb – a Financial Planner’s Perspective – Series
  4. Upperline Financial Planning – Big News Week
  5. How Entrepreneurs can Actually Take a Vacation
  6. Why You Should Work with a Small Financial Planning Firm
  7. 6 Books for Recent College Graduates
  8. Five Years From Now, Five Years Ago. What Advice Would You Give Yourself?
  9. A Difference Between and Employee and an Entrepreneur
  10. 7 Financial Tips for Newlyweds