Blog

Should We Reconsider What “Retirement” Means?

The notion that we separate from work in our sixties may have to go. Provided by Christian H. DePaul, CFP, MS, CDFA   An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, … Read More

The Pros & Cons of Roth IRA Conversions

What are the potential benefits? What are the drawbacks? Provided by Christian H. DePaul, CFP, MS, CDFA   If you own a traditional IRA, perhaps you have thought about converting it to a Roth IRA. Going Roth makes sense for … Read More

Retiring Before 60

If that is your dream, explore whether these steps could be useful to take. Provided by Christian H. DePaul, CFP, MS, CDFA   How could you retire in your fifties by choice? You will need abundant retirement savings and ways … Read More

Refrain from Tapping Your Retirement Funds

Resist the temptation. Your future self will thank you. Provided by Christian H. DePaul, CFP, MS, CDFA   Retirement accounts are not bank accounts. Nor should they be treated as such. When retirement funds are drawn down, they impede the … Read More

Holliday Year End Wrap Up!

A look back at 2017 thus far Presented by Provided by Christian H. DePaul, CFP, MS, CDFA   The year in brief. Investors have had much to celebrate in 2017. Halfway through November, the S&P 500 had gained more than … Read More

Year-End Charitable Gifting

What should you keep in mind as you donate? Provided by Christian H. DePaul, CFP, MS, CDFA   Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print” involved, as … Read More

Health Care Costs Are Cutting into Retirement Preparations

This is happening in subtle and not-so-subtle ways. Provided by Christian H. DePaul, CFP, MS, CDFA   You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than … Read More

The Republican Tax Reform Plan

What is in it? What could its changes mean for you, if they become law? Provided by Christian H. DePaul, CFP, MS, CDFA   Major changes may be ahead for federal tax law. At the start of November, House Republicans … Read More

How 1099 Workers Can Prepare for Tax Season

The little things independent contractors should do before April. Provided by Christian H. DePaul, CFP, MS, CDFA   Do you freelance or run a business on the side? You have a complicated tax situation, all stemming from one fact – … Read More

Are There Blind Spots in Your Insurance Plan?

Deficient coverage may cost you someday. Provided by Christian H. DePaul, CFP, MS, CDFA   Many households and businesses are insufficiently insured. The problem is not necessarily the quality of coverage, but the breadth and depth of it. Your own … Read More