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

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

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market Provided by Christian H. DePaul, CFP, MS, CDFA   Did you know that nearly $10 trillion in assets are benchmarked to the Standard & Poor’s … Read More

Coping With the Shutdown

A look at who is affected, and the potential economic impact. Provided by Christian H. DePaul, CFP, MS, CDFA     Right now, many households across the country are contending with the financial pressures resulting from the partial federal government shutdown. … Read More

Succession Planning

Preparing a smoother transition. Provided by Christian H. DePaul, CFP, MS, CDFA   A successful finale. If you are an entrepreneur, what is the final act for you and your business? If you have been successful, you likely want the … Read More

How New Tax Laws Affect Small Businesses

A recap of the major changes impacting corporations and closely held firms. Provided by Christian H. DePaul, CFP, MS, CDFA   The Tax Cuts & Jobs Act changed the tax picture for business owners. Whether your company is incorporated or … Read More

An Executor Checklist

The steps you may need to take to fulfill a major responsibility.  Provided by Christian H. DePaul, CFP, MS, CDFA   If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is … Read More