Tax Moves to Consider in Summer

Now is a good time to think about a few financial matters. Provided by Christian H. DePaul, CFP, MS, CDFA   Consider making tax moves earlier rather than later. If you own a business, earn significant investment income, are recently … Read More

Debunking Common Retirement Assumptions

Don’t fall for these misconceptions. Provided by Christian H. DePaul, CFP, MS, CDFA Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few. Retirement means … Read More

End-of-the-Year Money Moves

Here are some things you might consider before saying goodbye to 2019. Provided by Christian H. DePaul, CFP, MS, CDFA   What has changed for you in 2019? Did you start a new job or leave a job behind? Did … Read More

The FIRE Movement

A radical new approach to working, saving, and retiring. Provided by Christian H. DePaul, CFP, MS, CDFA   Retire before 50 and live your best life. That is the message of the FIRE (Financial Independence, Retire Early) movement, which is … Read More

A Decision Not Made is Still a Decision

Indecision can lead to no decision. Provided by Christian H. DePaul, CFP, MS, CDFA Investment inaction is played out in many ways, often silently, invisibly, and with potential consequence to an individual’s future financial security. Let’s review some of the … Read More

That First RMD from Your IRA

What you need to know. Provided by Christian H. DePaul, CFP, MS, CDFA When you reach age 70½, the Internal Revenue Service instructs you to start making withdrawals from your traditional IRA(s). These withdrawals are also called Required Minimum Distributions … Read More

Eight Mistakes That Can Upend Your Retirement

Avoid these situations, if you can. Provided by Christian H. DePaul, CFP, MS, CDFA Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. … Read More

Money Tips for Newlyweds

Ideas to Help Manage Stress. Provided by Christian H. DePaul, CFP, MS, CDFA   In a recent study, 35% of married couples described money issues as their primary source of stress. While there are many potential causes of such financial … Read More

Keep Calm, Stay Invested

Expect volatility, but avoid letting the headlines alter your plans. Provided by Christian H. DePaul, CFP, MS, CDFA Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean turbulence for … Read More

Is Your Company’s 401(k) Plan as Good as It Could Be?

Two recent court rulings may make you want to double-check. Provided by Christian H. DePaul, CFP, MS, CDFA How often do retirement plan sponsors check up on 401(k)s? Some small businesses may not be prepared to benchmark processes and continuously … Read More