Your Emergency Fund: How Much is Enough?

An emergency fund may help alleviate the stress associated with a financial crisis. Provided by Christian H. DePaul, CFP, MS, CDFA Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your … Read More

Why Medicare Should Be Part of Your Retirement Planning

The premiums and coverages vary, and you must realize the differences. Provided by Christian H. DePaul, CFP, MS, CDFA   Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options and their … Read More

Charitable Contribution Limits

What are the limits for Donor-Advised Funds and Private Foundations? Provided by Christian H. DePaul, CFP, MS, CDFA     Among the big changes in the 2017 Tax Cuts and Jobs Act (TCJA) were new limits on standard and itemized deductions. … Read More