Do You Know Who Your Beneficiaries Are?

Why you should periodically review beneficiary designations. Provided by Christian H. DePaul, CFP, MS, CDFA   Your beneficiary choices may need to change with the times. When did you open your first IRA? When did you buy your life insurance … Read More

Your 2019 Financial To-Do List

Things you can do for your future as the year unfolds. Provided by Christian H. DePaul, CFP, MS, CDFA                         What financial, business, or life priorities do you need to address for 2019? Now is a good time to … Read More

Is Generation X Preparing Adequately for Retirement?

Future financial needs may be underestimated. Provided by Christian H. DePaul, CFP, MS, CDFA   If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you may have thought of retirement as an event … Read More