Starting a Roth IRA for a Child or Grandchild

This early financial decision could prove profoundly positive over time. Provided by Christian H. DePaul, CFP, MS, CDFA   Do you have a child or grandchild earning some income? Indirectly, that after-school or summer job might present a savings opportunity … Read More

Why the U.S. Might Be Less Affected by a Trade War

The nature of our economy could help it withstand the disruption. Provided by Christian H. DePaul, CFP, MS, CDFA   A trade war does seem to be getting underway. Investors around the world see headwinds arising from newly enacted and … Read More

Wealth Management with Memory Disorders

What steps can a family take? Provided by Christian H. DePaul, CFP, MS, CDFA   Besides impacting lives and relationships, dementia can also impact family finances. It may call for another family member to assume money management responsibilities for a … Read More

Should Couples Combine Their Finances?

To consolidate or not: that is the question.  Provided by Christian H. DePaul, CFP, MS, CDFA   Some couples elect to consolidate their personal finances, while others largely keep their financial lives separate. What choice might suit your household? The … Read More