Are Your Beneficiary Designations Up to Date?

Who should inherit your IRA or 401(k)? See that they do Provided by Christian H. DePaul, CFP, MS, CDFA   Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k) or annuity? You may … Read More

Wise Money Moves Young Women Can Make

Want a better financial future for yourself? Act now. Provided by Christian H. DePaul, CFP, MS, CDFA   As a young woman, you have an opportunity to make some major financial strides. You truly have time on your side when … Read More

Why You Want a Retirement Plan in Writing

Setting a strategy down may help you define just what you need to do. Provided by Christian H. DePaul, CFP, MS, CDFA   Many people save and invest vaguely for the future. They know they need to accumulate money for … Read More

Why You Should Have an Online Social Security Account

In monitoring your Social Security profile, you may help to thwart fraud. Provided by Christian H. DePaul, CFP, MS, CDFA   Could your personal information soon be stolen? The possibility cannot be dismissed. Sensitive financial and medical data pertaining to … Read More