How separate (or intertwined) should your financial lives be? Provided by Christian H. DePaul, CFP Some spouses share everything with each other – including the smallest details of their personal finances. Other spouses decide to keep some individual financial … Read More
Author Archives: Christian DePaul
Key Estate Planning Mistakes to Avoid
Too many people make these common errors. Provided by Christian H. DePaul, CFP Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the … Read More
Could Insurance Rescue You in Retirement?
Certain kinds of coverage may help to sustain you financially in an emergency. Provided by Christian H. DePaul, CFP You plan for retirement with expectations in mind. You hope to enjoy a certain quality of life, with sufficient income … Read More
Are Millennial Women Saving Enough for Retirement?
The available data is more encouraging than discouraging. Provided by Christian H. DePaul, CFP Women 35 and younger are often hard-pressed to save money. Student loans may be outstanding; young children may need to be clothed, fed, and cared … Read More
When Someone Dies Without a Will
Where do things proceed from that point? Provided by Christian H. DePaul, CFP Every day, people die intestate. In legalese, that means without a will. This opens the door for the courts to decide what happens with their estates. … Read More
Should the Self-Employed Plan to Work Past 65?
Some solopreneurs think they will “work forever,” but that perception may be flawed. Provided by Christian H. DePaul, CFP About 20% of Americans aged 65-74 are still working. A 2016 Pew Research Center study put the precise figure at … Read More
Economic Update
Christian H. DePaul, CFP Presents: WEEKLY ECONOMIC UPDATE WEEKLY QUOTE “Education is the ability to listen to almost anything without losing your temper or your self-confidence.” – Robert Frost WEEKLY TIP A National Council on Aging website, benefitscheckup.org, has … Read More
In-Service Withdrawals from Employee Retirement Plans
You might be able to take money out of your 401(k), 403(b), or 457 plan while still working. Provided by Christian H. DePaul, CFP If you withdraw money out of a workplace retirement plan in your fifties, will you … Read More
Financial Thoughts for International Women’s Day
Every March 8, we reflect on the financial progress women have made (and still need to make). Provided by Christian H. DePaul, CFP March 8 is International Women’s Day, a day to celebrate the social and economic progress and … Read More
America Saves Week
How much are you setting aside on behalf of your goals? Provided by Christian H. DePaul, CFP “Set a goal, make a plan, and save automatically.” This is the motto of America Saves Week, which begins on February 27. … Read More