Blog

New I.R.S. Contribution Limits

A look at the maximum amounts you can put into retirement accounts this year. Provided by Christian H. DePaul, CFP, MS, CDFA The I.R.S. just announced the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts … Read More

Avoiding Large Losses in Your Portfolio

“Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.” – Warren Buffett1 Provided by Christian H. DePaul, CFP, MS, CDFA   Risk is a factor in any investment decision that you make. Your tolerance for risk is something … Read More

Roth IRA Conversion in the Era of COVID-19

Roth IRA Conversion in the Era of COVID-19 Is it right for you? Provided by Christian H. DePaul, CFP, MS, CDFA The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time … Read More

Should You Care What the Financial Markets Do Each Day?

Focusing on Your Strategy During Turbulent Times. Provided by Christian H. DePaul, CFP, MS, CDFA Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially … Read More

Coronavirus & More

The 24-Hour News Cycle moves from Impeachment to COVID-19 to the Primaries – What’s next? Provided by Christian H. DePaul, CFP, MS, CDFA In recent weeks, we’ve seen several major stories in the news. On the political front, in addition … Read More

What if You Get Audited?

What if You Get Audited?   What the I.R.S. looks for and why. Provided by Christian H. DePaul, CFP, MS, CDFA   “Audit” is a word that can strike fear into the hearts of taxpayers However, the chances of an … Read More

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