Are You Really Saving Enough for Retirement?

Why an early start (and accepting some risk) matters.  Provided by Christian H. DePaul, CFP   Are you on track to save $1 million or more for retirement? If you are 50 or younger, you may need that much in … Read More

Financial Priorities Young Families Should Address

Wise money moves for parents under 40. Provided by Christian H. DePaul, CFP   As you start a family, you start to think about certain financial matters. Before you became a mom or dad, you may not have thought about … Read More

Which Financial Documents Should You Keep On File?

… and for how long? Provided by Christian H. DePaul, CFP   You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in … Read More

Before You Claim Social Security

A few things you may want to think about before filing for benefits. Provided by Christian H. DePaul, CFP   Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by … Read More

Talking to Your Kids About Your Wealth

How can you convey its importance and its meaning? Provided by Christian H. DePaul, CFP   Are you an owner of a thriving business or a medical or legal practice? Are you a highly paid executive? If you have children, … Read More