Could Assumptions Harm Your Retirement Strategy?

Three common misconceptions to think about. Provided by Christian H. DePaul, CFP, MS, CDFA   1 – Assuming retirement will last 10-15 years. When Social Security was created in the 1930s, the average American could anticipate living to age 58 … Read More

Building a Bond Ladder

One approach to creating a bond portfolio. Provided by Christian H. DePaul, CFP, MS, CDFA   Are you looking for your investments to generate income? One approach involves buying individual bonds with staggered maturity dates and building a bond “ladder” … Read More

Audit Red Flags

What raises eyebrows at the Internal Revenue Service? Provided by Christian H. DePaul, CFP, MS, CDFA   Are you worried about being audited? The fear may be overblown, as only 0.6% of taxpayers had their federal returns examined in 2017 … Read More