Who should inherit your IRA or 401(k)? See that they do Provided by Christian H. DePaul, CFP, MS, CDFA Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k) or annuity? You may … Read More
Monthly Archives: March 2018
Wise Money Moves Young Women Can Make
Want a better financial future for yourself? Act now. Provided by Christian H. DePaul, CFP, MS, CDFA As a young woman, you have an opportunity to make some major financial strides. You truly have time on your side when … Read More
Why You Want a Retirement Plan in Writing
Setting a strategy down may help you define just what you need to do. Provided by Christian H. DePaul, CFP, MS, CDFA Many people save and invest vaguely for the future. They know they need to accumulate money for … Read More
Why You Should Have an Online Social Security Account
In monitoring your Social Security profile, you may help to thwart fraud. Provided by Christian H. DePaul, CFP, MS, CDFA Could your personal information soon be stolen? The possibility cannot be dismissed. Sensitive financial and medical data pertaining to … Read More