The FIRE Movement

A radical new approach to working, saving, and retiring. Provided by Christian H. DePaul, CFP, MS, CDFA   Retire before 50 and live your best life. That is the message of the FIRE (Financial Independence, Retire Early) movement, which is … Read More

A Decision Not Made is Still a Decision

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

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