How can you plan to protect yourself against this increasingly common crime? Provided by Christian H. DePaul, CFP Debit card data theft has surged lately. According to FICO’s Card Alert Service, the number of businesses or ATM locations where … Read More
Monthly Archives: September 2017
The Equifax Data Breach
Have you been affected? If so, how can you try to protect yourself? Provided by Christian H. DePaul, CFP On September 7, credit reporting agency Equifax dropped a consumer bombshell. It revealed that cybercriminals had gained access to the … Read More
An Estate Plan or a Wealth Transfer Strategy?
Basic estate planning documents may not communicate your intentions. Provided by Christian H. DePaul, CFP There are three degrees of estate planning: advanced, basic, and none at all. Basic is better than none, but elementary estate planning can still … Read More
Medicare Enrollment Options for 2017-18
A summary of what you need to know. Provided by Christian H. DePaul, CFP Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries can either enroll or disenroll in forms of … Read More
Why You Should Stay Invested Through Tense Times
Crises pass, and markets eventually regain equilibrium. Provided by Christian H. DePaul, CFP We have seen some uneasy times lately. Uneasiness impacts the financial markets. When it does, we all need to keep some long-term perspective in mind. Those … Read More
Life Insurance Products with Long-Term Care Riders
Are they worthwhile alternatives to traditional LTC policies? Provided by Christian H. DePaul, CFP The price of long-term care insurance has really gone up. If you are a baby boomer and you have kept your eye on it for … Read More