Getting (Mentally) Ready to Retire

Even those who have saved millions must prepare for a lifestyle adjustment. Provided by Christian H. DePaul, CFP   A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or … Read More

Saving More Money, Now & Later

You could save today & tomorrow, often without that penny-pinching feeling. Provided by Christian H. DePaul, CFP   Directly & indirectly, you might be able to save more per month than you think. Hidden paths to greater savings can be … Read More

Will You Really Be Able to Work Longer?

You may assume you will. That assumption could be a retirement planning risk. Provided by Christian H. DePaul, CFP   How long do you think you will work? Are you one of those baby boomers (or Gen Xers) who believes … Read More

Understanding the Gift Tax

Most of us will never face taxes related to money or assets we give away. Provided by Christian H. DePaul, CFP   “How can I avoid the federal gift tax?” If this question is on your mind, you aren’t alone. … Read More

Should Millennials Be Your Money Models?

Gen Y is doing some things right when it comes to saving & investing. Provided by Christian H. DePaul, CFP   Financially, Generation Y is often criticized for being risk averse & unaware. Is this truth, or is it fiction? … Read More

The Real Cost of College

It may not be what you think. Provided by Christian H. DePaul, CFP   How much will your family end up paying for college? Your household’s income may have less influence than you think – and some private colleges may … Read More

Beware of Emotions Affecting Your Money Decisions

Today’s impulsive moves could breed tomorrow’s regrets. Provided by Christian H. DePaul, CFP   When emotions and money intersect, the effects can be financially injurious. Emotions can cause us to overreact – or not act at all when we should. … Read More