A primer for parents and grandparents. Provided by Christian H. DePaul, CFP, MS, CDFA A university education can often require financing and assuming debt. If your student fills out the Free Application for Federal Student Aid (FAFSA) and does … Read More
Monthly Archives: May 2018
The Different Types of IRAs
This popular retirement savings vehicle comes in several varieties. Provided by Christian H. DePaul, CFP, MS, CDFA What don’t you know? Many Americans know about Roth and traditional IRAs, but there are other types of Individual Retirement Arrangements. Here’s … Read More
Are Financial Advisory Fees Tax Deductible?
In some cases, they may be. Read on. Provided by Christian H. DePaul, CFP, MS, CDFA Do you itemize your tax deductions? Then you might have a chance to partly or fully deduct the cost of the advisory fees … Read More
What Should You Keep?
Even with less itemizing, there are still tax documents you want to retain for years to come. Provided by Christian H. DePaul, CFP, MS, CDFA Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be … Read More
A Retirement Gender Gap
Why a middle-class woman may end up less ready to retire than a middle-class man. Provided by Christian H. DePaul, CFP, MS, CDFA What is the retirement outlook for the average fifty-something working woman? As a generalization, less sunny … Read More