A few realities that must be acknowledged. Provided by Christian H. DePaul, CFP, MS, CDFA Shopping for life insurance means paying attention to detail. In scrutinizing these details, however, some fundamental, big-picture truths may be ignored. If you want … Read More
Monthly Archives: December 2018
Tolerate the Turbulence
Look beyond this moment and stay focused on your long-term objectives. Provided by Christian H. DePaul, CFP, MS, CDFA Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to … Read More
Do You Know Who Your Beneficiaries Are?
Why you should periodically review beneficiary designations. Provided by Christian H. DePaul, CFP, MS, CDFA Your beneficiary choices may need to change with the times. When did you open your first IRA? When did you buy your life insurance … Read More
Your 2019 Financial To-Do List
Things you can do for your future as the year unfolds. Provided by Christian H. DePaul, CFP, MS, CDFA What financial, business, or life priorities do you need to address for 2019? Now is a good time to … Read More
Is Generation X Preparing Adequately for Retirement?
Future financial needs may be underestimated. Provided by Christian H. DePaul, CFP, MS, CDFA If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you may have thought of retirement as an event … Read More