What to Do Financially When a Spouse Dies

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

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