Blog

Coping With the Shutdown

A look at who is affected, and the potential economic impact. Provided by Christian H. DePaul, CFP, MS, CDFA     Right now, many households across the country are contending with the financial pressures resulting from the partial federal government shutdown. … Read More

Succession Planning

Preparing a smoother transition. Provided by Christian H. DePaul, CFP, MS, CDFA   A successful finale. If you are an entrepreneur, what is the final act for you and your business? If you have been successful, you likely want the … Read More

How New Tax Laws Affect Small Businesses

A recap of the major changes impacting corporations and closely held firms. Provided by Christian H. DePaul, CFP, MS, CDFA   The Tax Cuts & Jobs Act changed the tax picture for business owners. Whether your company is incorporated or … Read More

An Executor Checklist

The steps you may need to take to fulfill a major responsibility.  Provided by Christian H. DePaul, CFP, MS, CDFA   If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is … Read More

What People Overlook When Shopping for Life Insurance

A few realities that must be acknowledged. Provided by Christian H. DePaul, CFP, MS, CDFA    Shopping for life insurance means paying attention to detail. In scrutinizing these details, however, some fundamental, big-picture truths may be ignored. If you want … Read More

Tolerate the Turbulence

Look beyond this moment and stay focused on your long-term objectives. Provided by Christian H. DePaul, CFP, MS, CDFA   Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to … Read More

Do You Know Who Your Beneficiaries Are?

Why you should periodically review beneficiary designations. Provided by Christian H. DePaul, CFP, MS, CDFA   Your beneficiary choices may need to change with the times. When did you open your first IRA? When did you buy your life insurance … Read More

Your 2019 Financial To-Do List

Things you can do for your future as the year unfolds. Provided by Christian H. DePaul, CFP, MS, CDFA                         What financial, business, or life priorities do you need to address for 2019? Now is a good time to … Read More

Is Generation X Preparing Adequately for Retirement?

Future financial needs may be underestimated. Provided by Christian H. DePaul, CFP, MS, CDFA   If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you may have thought of retirement as an event … Read More

Tax Considerations for Retirees

Are you aware of them? Provided by Christian H. DePaul, CFP, MS, CDFA   The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive. If you are 65 or … Read More