Preventing a Debit Card Hack

How can you plan to protect yourself against this increasingly common crime? Provided by Christian H. DePaul, CFP   Debit card data theft has surged lately. According to FICO’s Card Alert Service, the number of businesses or ATM locations where … Read More

The Equifax Data Breach

Have you been affected? If so, how can you try to protect yourself? Provided by Christian H. DePaul, CFP   On September 7, credit reporting agency Equifax dropped a consumer bombshell. It revealed that cybercriminals had gained access to the … Read More

An Estate Plan or a Wealth Transfer Strategy?

Basic estate planning documents may not communicate your intentions. Provided by Christian H. DePaul, CFP   There are three degrees of estate planning: advanced, basic, and none at all. Basic is better than none, but elementary estate planning can still … Read More

Medicare Enrollment Options for 2017-18

A summary of what you need to know. Provided by Christian H. DePaul, CFP    Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries can either enroll or disenroll in forms of … Read More

Why You Should Stay Invested Through Tense Times

Crises pass, and markets eventually regain equilibrium. Provided by Christian H. DePaul, CFP   We have seen some uneasy times lately. Uneasiness impacts the financial markets. When it does, we all need to keep some long-term perspective in mind. Those … Read More

Life Insurance Products with Long-Term Care Riders

Are they worthwhile alternatives to traditional LTC policies? Provided by Christian H. DePaul, CFP   The price of long-term care insurance has really gone up. If you are a baby boomer and you have kept your eye on it for … Read More