Author Archives: Christian DePaul

Today’s retirees must be more self-reliant than their predecessors.  Provided by Christian H. DePaul, CFP  Decades ago, retirement was fairly predictable: Social Security and a pension provided much of your income, you moved to the Sun Belt, played tennis or … Read More

Yes, you can take an IRA distribution in the form of an investment.  Provided by Christian H. DePaul, CFP  This may surprise you: you can take an IRA distribution in a form other than cash. This may seem unorthodox, but … Read More

Do it smartly, without the all-too-common missteps.  Provided by Christian H. DePaul, CFP   According to Sallie Mae, U.S. families with one or more college students spent an average of $24,164 on tuition, housing, and linked expenses in 2015. That … Read More

A look at some of the ideas contained in the 2017 federal budget.  Provided by Christian H. DePaul, CFP Will workplace retirement plans be altered in the near future? The White House will propose some changes to these plans in … Read More

The five phases of life after 50 & the considerations that accompany them. Provided by Christian H. DePaul, CFP The journey to and through retirement occurs gradually, like successive chapters in a book. Each chapter has its own things to … Read More

Pay yourself first instead, with your future in mind.   Provided by Christian H. DePaul, CFP Powerball fever swept across America last week, with a record jackpot of $1.5 billion eventually being split by three winners in the January 13 drawing. … Read More

Too many wealthy households commit these common blunders.  Provided by Christian H. DePaul, CFP Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly, but make mistakes that can potentially affect both the … Read More

Some are planning wisely, but others are beset by mistakes. Provided by Christian H. DePaul, CFP Generation X has become the new “sandwich” generation. Many Americans born during the years 1965-80 are finding themselves caring for aging parents and growing … Read More

One bad trading day is not the year. Provided by Christian H. DePaul, CFP    The stock market has wavered recently. A lackluster year just ended, and this year has started inauspiciously. You may be wondering … should you really … Read More

What might you think of doing when? Provided by Christian H. DePaul, CFP  If you had a timeline of the financial steps you should probably take in life, what would it look like? Answers to that question will vary, but … Read More