Monthly Archives: January 2017

More professional practices (and practice groups) should look into them. Provided by Christian H. DePaul, CFP   In corporate America, pension plans are fading away: 59% of Fortune 500 companies offered them to new hires in 1998, but by 2015, … Read More

$1.1 billion has been garnished from retirement benefits to pay back old student loans. Provided by Christian H. DePaul, CFP   Do you have a federal student loan that needs to be repaid? You may be surprised at what the … Read More

R E T I R E M E N T I N S I G H T Presented by Christian H. DePaul, CFP, MS, CDFA MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES   JANUARY 2017     “Be more … Read More

How much can you contribute to an IRA or workplace plan this year? Provided by Christian H. DePaul, CFP   In 2017, you have another chance to max out your retirement accounts. Here is a rundown of yearly contribution limits … Read More

Will you have enough money to make ends meet? Provided by Christian H. DePaul, CFP   You may have heard that people spend less once they are retired. Statistically, that is true. The question is whether a retiree has enough … Read More

What could you do (or do differently) in the months ahead? Provided by Christian H. DePaul, CFP    How will your money habits change in 2017? What decisions or behaviors might help your personal finances, your retirement prospects, or your … Read More

Christian H. DePaul, CFP Presents:   2016 ECONOMIC REVIEW   QUOTE OF THE YEAR   “Things are never as bad as they seem.” – Harper Lee           THE YEAR IN BRIEF After a bearish start, 2016 … Read More

How common is this? How can you try to correct it if it occurs? Provided by Christian H. DePaul, CFP   Your latest retirement plan account statement arrives in your email inbox. You take a look at it – and … Read More