When Someone Dies Without a Will

Where do things proceed from that point? Provided by Christian H. DePaul, CFP   Every day, people die intestate. In legalese, that means without a will. This opens the door for the courts to decide what happens with their estates. … Read More

Should the Self-Employed Plan to Work Past 65?

Some solopreneurs think they will “work forever,” but that perception may be flawed. Provided by Christian H. DePaul, CFP   About 20% of Americans aged 65-74 are still working. A 2016 Pew Research Center study put the precise figure at … Read More

Economic Update

­Christian H. DePaul, CFP Presents:   WEEKLY ECONOMIC UPDATE WEEKLY QUOTE   “Education is the ability to listen to almost anything without losing your temper or your self-confidence.” – Robert Frost WEEKLY TIP   A National Council on Aging website, benefitscheckup.org, has … Read More

In-Service Withdrawals from Employee Retirement Plans

You might be able to take money out of your 401(k), 403(b), or 457 plan while still working. Provided by Christian H. DePaul, CFP   If you withdraw money out of a workplace retirement plan in your fifties, will you … Read More

Financial Thoughts for International Women’s Day

Every March 8, we reflect on the financial progress women have made (and still need to make). Provided by Christian H. DePaul, CFP   March 8 is International Women’s Day, a day to celebrate the social and economic progress and … Read More