How Much Will You Spend When You Retire?

Will you have enough money to make ends meet? Provided by Christian H. DePaul, CFP   You may have heard that people spend less once they are retired. Statistically, that is true. The question is whether a retiree has enough … Read More

Making & Keeping Financial New Year’s Resolutions

What could you do (or do differently) in the months ahead? Provided by Christian H. DePaul, CFP    How will your money habits change in 2017? What decisions or behaviors might help your personal finances, your retirement prospects, or your … Read More

2016 Economic Review

Christian H. DePaul, CFP Presents:   2016 ECONOMIC REVIEW   QUOTE OF THE YEAR   “Things are never as bad as they seem.” – Harper Lee           THE YEAR IN BRIEF After a bearish start, 2016 … Read More

What if You Find a Mistake in Your Retirement Plan?

How common is this? How can you try to correct it if it occurs? Provided by Christian H. DePaul, CFP   Your latest retirement plan account statement arrives in your email inbox. You take a look at it – and … Read More

Could You Improve Your Personal Finances Today?

Simple decisions & new habits might lead you toward a better financial future. Provided by Christian H. DePaul, CFP   In life, there are times when simple decisions can have a profound impact. The same holds true when it comes … Read More

Retirement Planning for Single Parents

It is a challenge – and it must be met. Provided by Christian H. DePaul, CFP   How does a single parent plan for retirement? Diligently. Regularly. Rigorously. Here are some steps that may help, whether you are just beginning … Read More

What to Do Financially When a Spouse Dies

Steps to see that financial matters remain in good order. Provided by Christian H. DePaul, CFP   When a spouse passes away, the emotion and magnitude of the loss can send our lives reeling. This profound change can also affect … Read More

Should You Care What the Market Does Each Day?

A calm investor may realize better long-term returns than an overly concerned one. Provided by Christian H. DePaul, CFP   Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they … Read More

Will There Be Fewer Retirement Planners in the Future?

A new fiduciary rule could potentially reduce the number of such advisors. Provided by Christian H. DePaul, CFP   Today, many people claim to offer retirement planning. In the near future, their ranks may thin because of new regulations on … Read More

Global Markets React to the Trump Win

Some major indices retreat after the news, but others advance. Provided by Christian H. DePaul, CFP   News of Donald Trump’s election victory did not upend the equities markets. As word of his largely unexpected Electoral College win traveled around … Read More