What will the near-term impact be? Provided by Christian H. DePaul, CFP, MS, CDFA On December 20, Congress passed the Tax Cuts & Jobs Act, sending the final version of the GOP tax reform bill to President Trump’s desk. … Read More
Monthly Archives: December 2017
Avoiding the Cybercrooks
How can you protect yourself against ransomware, phishing, and other tactics? Provided by Christian H. DePaul, CFP, MS, CDFA Imagine finding out that your computer has been hacked. The hackers leave you a message: if you want your data … Read More
Should We Reconsider What “Retirement” Means?
The notion that we separate from work in our sixties may have to go. Provided by Christian H. DePaul, CFP, MS, CDFA An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, … Read More
The Pros & Cons of Roth IRA Conversions
What are the potential benefits? What are the drawbacks? Provided by Christian H. DePaul, CFP, MS, CDFA If you own a traditional IRA, perhaps you have thought about converting it to a Roth IRA. Going Roth makes sense for … Read More
Retiring Before 60
If that is your dream, explore whether these steps could be useful to take. Provided by Christian H. DePaul, CFP, MS, CDFA How could you retire in your fifties by choice? You will need abundant retirement savings and ways … Read More
Refrain from Tapping Your Retirement Funds
Resist the temptation. Your future self will thank you. Provided by Christian H. DePaul, CFP, MS, CDFA Retirement accounts are not bank accounts. Nor should they be treated as such. When retirement funds are drawn down, they impede the … Read More