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
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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
Beware of Lifestyle Creep
Sometimes more money can mean more problems. Provided by Christian H. DePaul, CFP, MS, CDFA “Lifestyle creep” is an unusual phrase describing an all-too-common problem: the more money people earn, the more money they tend to spend. Frequently, the … Read More
Smart Financial Steps After College
A to-do list for the twentysomething. Provided by Christian H. DePaul, CFP, MS, CDFA Did you recently graduate from college? The years after graduation are crucial not only for getting a career underway, but also for planning financial progress. … Read More