They should not be left ill-informed or unaware. Provided by Christian H. DePaul, CFP, MS, CDFA Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for … Read More
Monthly Archives: January 2018
A Look at HSAs
Health Savings Accounts may provide you with remarkable tax advantages. Provided by Christian H. DePaul, CFP, MS, CDFA Why do higher-income households inquire about Health Savings Accounts? They have heard about what an HSA can potentially offer them: a … Read More
Tax Deductions Gone in 2018
What standbys did tax reforms eliminate? Provided by Christian H. DePaul, CFP, MS, CDFA Are the days of itemizing over? Not quite, but now that H.R. 1 (popularly called the Tax Cuts & Jobs Act) is the law, … Read More
Why Life Insurance Will Always Matter in Estate Planning
With or without the estate tax, it addresses several key priorities. Provided by Christian H. DePaul, CFP, MS, CDFA Every few years, predictions emerge that the estate tax will sunset. Even if it does, that will not remove the … Read More
Can We Afford to Live to 100?
Our increased longevity poses a retirement planning challenge. Provided by Christian H. DePaul, CFP, MS, CDFA Some of us may retire at 65 and live to 100 or 105. Advances in health care may make this a strong possibility. … Read More
Are Too Many Baby Boomers Too Indebted?
Financial burdens could alter their retirement prospects. Provided by Christian H. DePaul, CFP, MS, CDFA Imagine retiring with $50,000 of debt. Some new retirees owe more than that. Outstanding home loans, education debt, small business loans, and lingering credit … Read More
Having the Money Talk with Your Children
How much financial knowledge do they have? Provided by Christian H. DePaul, CFP, MS, CDFA Some young adults manage to acquire a fair amount of financial literacy. In the classroom or the workplace, they learn a great deal about … Read More