Sometimes more money can mean more problems. Provided by Christian H. DePaul, CFP, MS, CDFA “Lifestyle creep” is an unusual phrase describing an all-too-common problem: the more money people earn, the more money they tend to spend. Frequently, the … Read More
Monthly Archives: June 2018
Smart Financial Steps After College
A to-do list for the twentysomething. Provided by Christian H. DePaul, CFP, MS, CDFA Did you recently graduate from college? The years after graduation are crucial not only for getting a career underway, but also for planning financial progress. … Read More
Adjusting Your Portfolio as You Age
As you approach retirement, it may be time to pay more attention to investment risk. Provided by Christian H. DePaul, CFP, MS, CDFA If you are an experienced investor, you have probably fine-tuned your portfolio through the years in … Read More
How Retirement Spending Changes With Time
Once away from work, your cost of living may rise before it falls. Provided by Christian H. DePaul, CFP, MS, CDFA New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they … Read More
Catching Up on Retirement Saving
If you are starting at or near 50, consider these ideas. Provided by Christian H. DePaul, CFP, MS, CDFA Do you fear you are saving for retirement too late? Plan to address that anxiety with some positive financial moves. … Read More
Combining Your Finances When You Marry
How separate (or intertwined) should your financial lives be? Provided by Christian H. DePaul, CFP, MS, CDFA Some spouses share everything with each other – including the smallest details of their personal finances. Other spouses decide to keep some … Read More