What beneficiaries need to know and consider. Provided by Christian H. DePaul, CFP At first glance, the rules surrounding inherited IRAs are complex. Here are some questions (and potential answers) to consider if you have inherited one or may … Read More
Monthly Archives: October 2017
Keeping Holiday Spending Under Control
What little steps can you take to keep from getting carried away? Provided by Christian H. DePaul, CFP You’ve seen the footage on the news. You’ve been in the middle of it. You’ve stood in the vexing lines. You’ve … Read More
Will Debt Spoil Too Many Retirements?
What pre-retirees owe could compromise their future quality of life. Provided by Christian H. DePaul, CFP The key points of retirement planning are easily stated. Start saving and investing early in life. Save and invest consistently. Avoid drawing down … Read More
Will You Be Prepared When the Market Cools Off?
Markets have cycles, and at some point, the major indices will descend. Provided by Christian H. DePaul, CFP We have seen a tremendous rally on Wall Street, nearly nine months long, with the S&P 500, Nasdaq Composite, and Dow … Read More
Do You Have a Financial Wellness Program?
Companies are luring & retaining employees with this key perk. Provided by Christian H. DePaul, CFP What do your retirement plan participants wish you would offer? Besides the chance to save and invest part of their paychecks, that is? … Read More
Investing in Your Beliefs
Is your investment strategy as socially and environmentally conscious as you are? Provided by Christian H. DePaul, CFP, MS, CDFA It’s not uncommon – Many a well-educated, socially conscious, environmentally friendly investor winds up buying shares of companies whose … Read More
How Much Should You Save By Age 30, 40, 50, or 60?
What number should you strive to reach? Provided by Christian H. DePaul, CFP, MS, CDFA It is agreed that the earlier you start saving for retirement, the better. The big question on the minds of many savers, however, is: … Read More
Cybercurrencies: A Risky Choice
Investors attracted by bitcoin & other altcoins should recognize their downsides. Provided by Christian H. DePaul, CFP, MS, CDFA Bitcoin. Ethereum. Litecoin. Ripple. These are just four of the cybercurrencies attracting opportunistic investors today. Are they the next big … Read More