Blog

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

Helping Your Parents Manage Financial Tasks

How can you make things easier on them later in life? Provided by Christian H. DePaul, CFP, MS, CDFA Worldwide, the number of people aged 60 and older is growing. By 2050, this demographic will be more than twice as … Read More

Insurance When You’re Newly Married

Assess the coverage for your new household. Provided by Christian H. DePaul, CFP, MS, CDFA Marriage changes everything, including insurance needs. Newly married couples should consider a comprehensive review of their current, individual insurance coverage to determine if any changes … Read More

The Financial Realities of Longevity

Your financial future is up to you and no one else. Provided by Christian H. DePaul, CFP, MS, CDFA What will be your future? You know that solid retirement strategy takes your time horizon, an often unpredictable factor, into consideration. … Read More

Financial Strategy for Athletes

Step One: Find a trusted financial coach; Step Two: Listen to your coach. Provided by Christian H. DePaul, CFP, MS, CDFA Whether you are a professional athlete, a college amateur, or an aspiring Olympian, you probably know what success feels … Read More

Markets React to Trade Talks

International reaction to U.S.-China trade talks leave markets stirred but not shaken. Provided by Christian H. DePaul, CFP, MS, CDFA   Reactions to statements by President Trump regarding the ongoing trade talks between the United States and China have caused … Read More

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Provided by Christian H. DePaul, CFP, MS, CDFA   For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources: Social … Read More

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