Blog

Should Couples Combine Their Finances?

To consolidate or not: that is the question.  Provided by Christian H. DePaul, CFP, MS, CDFA   Some couples elect to consolidate their personal finances, while others largely keep their financial lives separate. What choice might suit your household? The … Read More

Including Digital Assets in Your Estate Plan

What should you know? What should your executor know? Provided by Christian H. DePaul, CFP, MS, CDFA   When people think about estate planning, they may think in terms of personal property, real estate, and investments. Digital assets might seem … 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

What Women Shouldn’t Retire Without

A practical financial checklist for the future. Provided by Christian H. DePaul, CFP, MS, CDFA   When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social … Read More

Retirement Planning Weak Spots

They are all too common. Provided by Christian H. DePaul, CFP, MS, CDFA   Many households think they are planning carefully for retirement. In many cases, they are not. Weak spots in their retirement planning and saving may go unnoticed. … Read More

Managing Money Well as a Couple

What are the keys in planning to grow wealthy together? Provided by Christian H. DePaul, CFP, MS, CDFA   When you marry or simply share a household with someone, your financial life changes – and your approach to managing your … Read More

Set Goals as You Save & Invest

Turn your intent into a commitment. Provided by Christian H. DePaul, CFP, MS, CDFA   Goals give you focus. To find and establish your investing and saving goals, first ask yourself what you want to accomplish. Do you want to … Read More

Avoid These Life Insurance Missteps

Shop wisely when you look for coverage. Provided by Christian H. DePaul, CFP, MS, CDFA   Are you about to buy life insurance? Shop carefully. Make your choice with insight from an insurance professional, as it may help you avoid … Read More

The Risks of Putting Too Much Money Into an Annuity

These private income contracts do have potential flaws. Provided by Christian H. DePaul, CFP, MS, CDFA   It may not be good to have all your eggs in an annuity basket. Or even a majority of your eggs, financially speaking. … Read More

1031 Exchanges: The What, Why, When, & How

Real estate investors trying to defer taxes may want to explore like-kind exchanges. Provided by Christian H. DePaul, CFP, MS, CDFA   What exactly is a 1031 exchange? For some real estate investors, it may be a nice answer to … Read More