Congress Passes the Tax Cuts & Jobs Act

What will the near-term impact be? Provided by Christian H. DePaul, CFP, MS, CDFA   On December 20, Congress passed the Tax Cuts & Jobs Act, sending the final version of the GOP tax reform bill to President Trump’s desk. … Read More

Avoiding the Cybercrooks

How can you protect yourself against ransomware, phishing, and other tactics? Provided by Christian H. DePaul, CFP, MS, CDFA   Imagine finding out that your computer has been hacked. The hackers leave you a message: if you want your data … Read More

Should We Reconsider What “Retirement” Means?

The notion that we separate from work in our sixties may have to go. Provided by Christian H. DePaul, CFP, MS, CDFA   An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, … Read More

The Pros & Cons of Roth IRA Conversions

What are the potential benefits? What are the drawbacks? Provided by Christian H. DePaul, CFP, MS, CDFA   If you own a traditional IRA, perhaps you have thought about converting it to a Roth IRA. Going Roth makes sense for … Read More

Retiring Before 60

If that is your dream, explore whether these steps could be useful to take. Provided by Christian H. DePaul, CFP, MS, CDFA   How could you retire in your fifties by choice? You will need abundant retirement savings and ways … Read More

Refrain from Tapping Your Retirement Funds

Resist the temptation. Your future self will thank you. Provided by Christian H. DePaul, CFP, MS, CDFA   Retirement accounts are not bank accounts. Nor should they be treated as such. When retirement funds are drawn down, they impede the … Read More