The Lottery Is No Retirement Plan

Pay yourself first instead, with your future in mind.   Provided by Christian H. DePaul, CFP Powerball fever swept across America last week, with a record jackpot of $1.5 billion eventually being split by three winners in the January 13 drawing. … Read More

Will You Avoid These Estate Planning Mistakes?

Too many wealthy households commit these common blunders.  Provided by Christian H. DePaul, CFP Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly, but make mistakes that can potentially affect both the … Read More

Are Gen Xers Planning for Retirement the Right Way?

Some are planning wisely, but others are beset by mistakes. Provided by Christian H. DePaul, CFP Generation X has become the new “sandwich” generation. Many Americans born during the years 1965-80 are finding themselves caring for aging parents and growing … Read More

Why You Should Stay in Stocks in 2016

One bad trading day is not the year. Provided by Christian H. DePaul, CFP    The stock market has wavered recently. A lackluster year just ended, and this year has started inauspiciously. You may be wondering … should you really … Read More

Smart Financial Moves in Your 20s, 30s, 40s & 50s

What might you think of doing when? Provided by Christian H. DePaul, CFP  If you had a timeline of the financial steps you should probably take in life, what would it look like? Answers to that question will vary, but … Read More