Indecision can lead to no decision. Provided by Christian H. DePaul, CFP, MS, CDFA Investment inaction is played out in many ways, often silently, invisibly, and with potential consequence to an individual’s future financial security. Let’s review some of the … Read More
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That First RMD from Your IRA
What you need to know. Provided by Christian H. DePaul, CFP, MS, CDFA When you reach age 70½, the Internal Revenue Service instructs you to start making withdrawals from your traditional IRA(s). These withdrawals are also called Required Minimum Distributions … Read More
Eight Mistakes That Can Upend Your Retirement
Avoid these situations, if you can. Provided by Christian H. DePaul, CFP, MS, CDFA Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. … Read More
Money Tips for Newlyweds
Ideas to Help Manage Stress. Provided by Christian H. DePaul, CFP, MS, CDFA In a recent study, 35% of married couples described money issues as their primary source of stress. While there are many potential causes of such financial … Read More
Keep Calm, Stay Invested
Expect volatility, but avoid letting the headlines alter your plans. Provided by Christian H. DePaul, CFP, MS, CDFA Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean turbulence for … Read More
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