Why an early start (and accepting some risk) matters. Provided by Christian H. DePaul, CFP Are you on track to save $1 million or more for retirement? If you are 50 or younger, you may need that much in … Read More
Monthly Archives: August 2017
Financial Priorities Young Families Should Address
Wise money moves for parents under 40. Provided by Christian H. DePaul, CFP As you start a family, you start to think about certain financial matters. Before you became a mom or dad, you may not have thought about … Read More
Which Financial Documents Should You Keep On File?
… and for how long? Provided by Christian H. DePaul, CFP You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in … Read More
Before You Claim Social Security
A few things you may want to think about before filing for benefits. Provided by Christian H. DePaul, CFP Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by … Read More
Talking to Your Kids About Your Wealth
How can you convey its importance and its meaning? Provided by Christian H. DePaul, CFP Are you an owner of a thriving business or a medical or legal practice? Are you a highly paid executive? If you have children, … Read More