Money Concerns for Those Remarrying

What financial factors deserve attention?  Provided by Christian DePaul, CFP Some of us will marry again in retirement. How many of us will thoroughly understand the financial implications that may come with tying the knot later in life? Many baby … Read More

Financial Planning with Health Insurance in Mind

How much might health care cost you someday? Provided by Christian DePaul, CFP “Financially speaking, what would be the worst thing that could happen to you?” If you ask a hundred people in their forties that question, you may get … Read More

The Investment Needs of Non-Profits

Just like households, charities and other groups need wealth-building strategies. Provided by Christian DePaul, CFP  As non-profit organizations grow, they also need to grow and preserve wealth. In accepting donations to fund their operations and programs, they realize they cannot … Read More

Should You Plan to Retire on 80% of Your Income?

Examining a long-held retirement planning assumption. Provided by Christian DePaul, CFP A classic retirement planning rule states that you should retire on 80% of the income you earned in your last year of work. Is this old axiom still true, … Read More

Dollar Cost Averaging in a Down Market

This investment technique may help you take advantage of the downturn.  Provided by Christian H. DePaul, CFP Buying low and selling high is the oldest stock market adage. How does one put it into practice? Dollar cost averaging may give … Read More