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Are Financial Advisory Fees Tax Deductible?

In some cases, they may be. Read on. Provided by Christian H. DePaul, CFP, MS, CDFA   Do you itemize your tax deductions? Then you might have a chance to partly or fully deduct the cost of the advisory fees … Read More

What Should You Keep?

Even with less itemizing, there are still tax documents you want to retain for years to come. Provided by Christian H. DePaul, CFP, MS, CDFA   Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be … Read More

A Retirement Gender Gap

Why a middle-class woman may end up less ready to retire than a middle-class man. Provided by Christian H. DePaul, CFP, MS, CDFA   What is the retirement outlook for the average fifty-something working woman? As a generalization, less sunny … Read More

Retirement Plans for Individuals & Businesses

A look at some of the choices. Provided by Christian H. DePaul, CFP, MS, CDFA   Households are saving too little for the future. According to one new analysis, 41% of Gen Xers and 42% of baby boomers have yet … Read More

The Medical Expense Deduction in 2018

Tax reform has lowered the threshold. Provided by Christian H. DePaul, CFP, MS, CDFA   If you itemize, you should note the reduced medical deduction threshold for 2018. This year, you can deduct qualified medical expenses exceeding 7.5% of your … Read More

Tax Efficiency in Retirement

How much attention do you pay to this factor? Provided by Christian H. DePaul, CFP, MS, CDFA     Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If … Read More

The Move Toward Fee-Based Advisory Accounts

Why financial professionals are changing their business models. Provided by Christian H. DePaul, CFP, MS, CDFA   A major shift has occurred in the financial world. More and more financial professionals have moved away from the industry’s traditional compensation model … Read More

Why Life Insurance Matters for New Homeowners

It addresses a significant financial risk. Provided by Christian H. DePaul, CFP, MS, CDFA   If you buy a home and you have no life insurance, there is a financial risk. It may not be immediately evident, but it must … Read More

Are Your Beneficiary Designations Up to Date?

Who should inherit your IRA or 401(k)? See that they do Provided by Christian H. DePaul, CFP, MS, CDFA   Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k) or annuity? You may … Read More

Wise Money Moves Young Women Can Make

Want a better financial future for yourself? Act now. Provided by Christian H. DePaul, CFP, MS, CDFA   As a young woman, you have an opportunity to make some major financial strides. You truly have time on your side when … Read More