Steps to see that financial matters remain in good order. Provided by Christian H. DePaul, CFP When a spouse passes away, the emotion and magnitude of the loss can send our lives reeling. This profound change can also affect … Read More
Monthly Archives: November 2016
Should You Care What the Market Does Each Day?
A calm investor may realize better long-term returns than an overly concerned one. Provided by Christian H. DePaul, CFP Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they … Read More
Will There Be Fewer Retirement Planners in the Future?
A new fiduciary rule could potentially reduce the number of such advisors. Provided by Christian H. DePaul, CFP Today, many people claim to offer retirement planning. In the near future, their ranks may thin because of new regulations on … Read More
Global Markets React to the Trump Win
Some major indices retreat after the news, but others advance. Provided by Christian H. DePaul, CFP News of Donald Trump’s election victory did not upend the equities markets. As word of his largely unexpected Electoral College win traveled around … Read More
Retirees Should Have Spending Plans
Without such strategies, they can risk going through their savings too fast. Provided by Christian H. DePaul, CFP Every day, articles appear urging people to save for retirement. These articles are so prevalent that it may seem like retirement … Read More
Rehearsing for Retirement
Try living as a “retiree” for a month or two before you commit to leaving your career. Provided by Christian H. DePaul, CFP Imagine if you could preview your retirement in advance. In a sense, you can. Financially and … Read More
The Difference Between JTWROS & JT TEN
Sorting out the very subtle (and possibly important) distinction between the two acronyms. Provided by Christian H. DePaul, CFP JTWROS. JT TEN. What do these acronyms stand for? To what degree do their meanings differ? If you own or … Read More