Have a Plan, Not Just a Stock Portfolio

Diversification still matters. One day, this bull market will end. Provided by Christian H. DePaul, CFP   In the first quarter of 2017, the bull market seemed unstoppable. The Dow Jones Industrial Average soared past 20,000 and closed at all-time … Read More

May Is Disability Insurance Awareness Month

Do you really want to live without this coverage? If you forgo it, you may pay a high price. Provided by Christian H. DePaul, CFP   Disability insurance is an important insurance coverage that most people lack. Many people think … Read More

Combining Your Finances When You Marry

How separate (or intertwined) should your financial lives be? Provided by Christian H. DePaul, CFP   Some spouses share everything with each other – including the smallest details of their personal finances. Other spouses decide to keep some individual financial … Read More

Key Estate Planning Mistakes to Avoid

Too many people make these common errors. Provided by Christian H. DePaul, CFP   Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the … Read More

Could Insurance Rescue You in Retirement?

Certain kinds of coverage may help to sustain you financially in an emergency. Provided by Christian H. DePaul, CFP   You plan for retirement with expectations in mind. You hope to enjoy a certain quality of life, with sufficient income … Read More

Are Millennial Women Saving Enough for Retirement?

The available data is more encouraging than discouraging. Provided by Christian H. DePaul, CFP   Women 35 and younger are often hard-pressed to save money. Student loans may be outstanding; young children may need to be clothed, fed, and cared … Read More