Women Must Plan For Their Financial Future

Think about tomorrow, not just today. Provided by Christian H. DePaul, CFP, MS, CDFA   No woman wants to end up impoverished, out of options, left to fend for herself on the streets. Only a tiny percentage of women from … Read More

Good Retirement Savings Habits Before Age 40

Some early financial behaviors that may promote a comfortable future.   Provided by Christian H. DePaul, CFP, MS, CDFA You know you should start saving for retirement before you turn 40. What can you start doing today to make that effort … Read More

Think About Your Lifestyle Before You Retire

Sometimes planning for retirement isn’t entirely about money. Provided by Christian H. DePaul, CFP, MS, CDFA How many words have been written about retirement? It’s a preoccupation for many, and we devote so much time, thought, and energy toward saving … Read More

Protecting Your Parents From Elder Financial Abuse

How to help your family avoid scams and other fraud. Provided by Christian H. DePaul, CFP, MS, CDFA   We are becoming more familiar with the notion of financial abuse targeting elders – scams and other exploitation targeting the savings … Read More

Stocks & Presidential Elections

What does history tell us – and should we value it? Provided by Christian H. DePaul, CFP, MS, CDFA As an investor, you know that past performance is no guarantee of future success. Expanding that truth, history has no bearing … Read More

How Can LTC Insurance Help You Protect Your Assets?

Plan to create a pool of healthcare dollars that you can use when the time comes. Provided by Christian H. DePaul, CFP, MS. CDFA   How will you pay for long-term care? At the moment, you may not be able … Read More

R E T I R E M E N T I N S I G H T Presented by Provided by Christian H. DePaul, CFP MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES   July, 2016     “When I let … Read More

Money Habits That May Help You Become Wealthier

Financially speaking, what do some households do right? Provided by Christian H. DePaul, CFP, MS. CDFA Why do some households tread water financially while others make progress? Does it come down to habits? Sometimes the difference starts there. A household … Read More

Impact Investing

Planning to grow your money with causes in mind. Provided by Christian H. DePaul, CFP, MS. CDFA Can investing change the world? Some millennials, Gen Xers, baby boomers and elders hope the answer is “yes.” Billionaires, like Bill Gates and … Read More

Getting Your Financial Paperwork in Good Order

Help make things easier for your loved ones when you leave this world. Provided by Christian H. DePaul, CFP, MS. CDFA Who wants to leave this world with their financial affairs in good order? We all do, right? None of … Read More