What are the limits for Donor-Advised Funds and Private Foundations? Provided by Christian H. DePaul, CFP, MS, CDFA Among the big changes in the 2017 Tax Cuts and Jobs Act (TCJA) were new limits on standard and itemized deductions. … Read More
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The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market Provided by Christian H. DePaul, CFP, MS, CDFA Did you know that nearly $10 trillion in assets are benchmarked to the Standard & Poor’s … Read More
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