Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help you manage your tax bill. Provided by Christian H. DePaul, CFP, MS, CDFA Who among us wants to pay the Internal Revenue Service more taxes than we have to? While few may raise their … Read More

Are You Retiring Within the Next 5 Years?

What should you focus on as the transition approaches? Provided by Christian H. DePaul, CFP, MS, CDFA You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind … Read More

IRA Withdrawals That Escape the 10% Penalty

The list of these options has grown. Provided by Christian H. DePaul, CFP, MS, CDFA An IRA, or Individual Retirement Account, is a tax-advantaged savings account that is subject to special rules regarding contributions and withdrawals. One of the central … Read More