Even those who have saved millions must prepare for a lifestyle adjustment. Provided by Christian H. DePaul, CFP A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or … Read More
Monthly Archives: July 2017
Saving More Money, Now & Later
You could save today & tomorrow, often without that penny-pinching feeling. Provided by Christian H. DePaul, CFP Directly & indirectly, you might be able to save more per month than you think. Hidden paths to greater savings can be … Read More
Will You Really Be Able to Work Longer?
You may assume you will. That assumption could be a retirement planning risk. Provided by Christian H. DePaul, CFP How long do you think you will work? Are you one of those baby boomers (or Gen Xers) who believes … Read More
Understanding the Gift Tax
Most of us will never face taxes related to money or assets we give away. Provided by Christian H. DePaul, CFP “How can I avoid the federal gift tax?” If this question is on your mind, you aren’t alone. … Read More
Should Millennials Be Your Money Models?
Gen Y is doing some things right when it comes to saving & investing. Provided by Christian H. DePaul, CFP Financially, Generation Y is often criticized for being risk averse & unaware. Is this truth, or is it fiction? … Read More
The Real Cost of College
It may not be what you think. Provided by Christian H. DePaul, CFP How much will your family end up paying for college? Your household’s income may have less influence than you think – and some private colleges may … Read More
Beware of Emotions Affecting Your Money Decisions
Today’s impulsive moves could breed tomorrow’s regrets. Provided by Christian H. DePaul, CFP When emotions and money intersect, the effects can be financially injurious. Emotions can cause us to overreact – or not act at all when we should. … Read More