Today’s retirees must be more self-reliant than their predecessors. Provided by Christian H. DePaul, CFP Decades ago, retirement was fairly predictable: Social Security and a pension provided much of your income, you moved to the Sun Belt, played tennis or … Read More
Monthly Archives: February 2016
In-Kind Distributions from IRAs
Yes, you can take an IRA distribution in the form of an investment. Provided by Christian H. DePaul, CFP This may surprise you: you can take an IRA distribution in a form other than cash. This may seem unorthodox, but … Read More
Building a College Fund
Do it smartly, without the all-too-common missteps. Provided by Christian H. DePaul, CFP According to Sallie Mae, U.S. families with one or more college students spent an average of $24,164 on tuition, housing, and linked expenses in 2015. That … Read More
White House Proposes Changes to Retirement Plans
A look at some of the ideas contained in the 2017 federal budget. Provided by Christian H. DePaul, CFP Will workplace retirement plans be altered in the near future? The White House will propose some changes to these plans in … Read More
The Chapters of Retirement
The five phases of life after 50 & the considerations that accompany them. Provided by Christian H. DePaul, CFP The journey to and through retirement occurs gradually, like successive chapters in a book. Each chapter has its own things to … Read More