Including Digital Assets in Your Estate Plan

What should you know? What should your executor know? Provided by Christian H. DePaul, CFP, MS, CDFA   When people think about estate planning, they may think in terms of personal property, real estate, and investments. Digital assets might seem … Read More

What People Overlook When Shopping for Life Insurance

A few realities that must be acknowledged. Provided by Christian H. DePaul, CFP, MS, CDFA    Shopping for life insurance means paying attention to detail. In scrutinizing these details, however, some fundamental, big-picture truths may be ignored. If you want … Read More

What Women Shouldn’t Retire Without

A practical financial checklist for the future. Provided by Christian H. DePaul, CFP, MS, CDFA   When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social … Read More