Bo Thibodeaux, Certified Wealth Strategist, Financial Advisor

Bo Thibodeaux, Certified Wealth Strategist, Financial Advisor is a Financial Advisor that creates solutions for your financial situations, goals, and dreams!

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
05/28/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. ...
05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Uncover the secrets of Tax-Loss Harvesting. Explore our new article to find out how to unlock the potential of this tax ...
05/25/2026

Uncover the secrets of Tax-Loss Harvesting. Explore our new article to find out how to unlock the potential of this tax strategy.

While tax-loss harvesting won't eliminate your taxes, it may offset what you owe on your taxable investment accounts.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
05/23/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Ever heard of a Roth 401(k)? Would one be right for you?
05/21/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Read the latest issue of Financial Watch here:
05/21/2026

Read the latest issue of Financial Watch here:

When basic money management principles such as saving, spending, earning, and giving are taught at an early age children are more likely to grow into teens and…

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all...
05/18/2026

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all coming into focus. Stay tuned—this is where clarity begins. CIO Gene Goldman explains in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
05/18/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

These 6 things might make your next return a prime target for an IRS audit.
05/16/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.
05/14/2026

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Markets are high, risks are real—but so are opportunities. With solid growth and cash on the sidelines, pullbacks don’t ...
05/14/2026

Markets are high, risks are real—but so are opportunities. With solid growth and cash on the sidelines, pullbacks don’t have to be scary. Staying flexible and opportunistic still matters.

Markets are at record highs—but it’s not all smooth sailing. Inflation and global headlines may stir up some bumps, and rate cuts may be harder to come by.…

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