A look at the maximum amounts you can put into retirement accounts this year. Provided by Christian H. DePaul, CFP, MS, CDFA The I.R.S. just announced the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts … Read More
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Avoiding Large Losses in Your Portfolio
“Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.” – Warren Buffett1 Provided by Christian H. DePaul, CFP, MS, CDFA Risk is a factor in any investment decision that you make. Your tolerance for risk is something … Read More
Roth IRA Conversion in the Era of COVID-19
Roth IRA Conversion in the Era of COVID-19 Is it right for you? Provided by Christian H. DePaul, CFP, MS, CDFA The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time … Read More
Should You Care What the Financial Markets Do Each Day?
Focusing on Your Strategy During Turbulent Times. Provided by Christian H. DePaul, CFP, MS, CDFA Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially … Read More
Coronavirus & More
The 24-Hour News Cycle moves from Impeachment to COVID-19 to the Primaries – What’s next? Provided by Christian H. DePaul, CFP, MS, CDFA In recent weeks, we’ve seen several major stories in the news. On the political front, in addition … Read More
What if You Get Audited?
What if You Get Audited? What the I.R.S. looks for and why. Provided by Christian H. DePaul, CFP, MS, CDFA “Audit” is a word that can strike fear into the hearts of taxpayers However, the chances of an … Read More
Tax Moves to Consider in Summer
Now is a good time to think about a few financial matters. Provided by Christian H. DePaul, CFP, MS, CDFA Consider making tax moves earlier rather than later. If you own a business, earn significant investment income, are recently … Read More
Debunking Common Retirement Assumptions
Don’t fall for these misconceptions. Provided by Christian H. DePaul, CFP, MS, CDFA Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few. Retirement means … Read More
End-of-the-Year Money Moves
Here are some things you might consider before saying goodbye to 2019. Provided by Christian H. DePaul, CFP, MS, CDFA What has changed for you in 2019? Did you start a new job or leave a job behind? Did … Read More
The FIRE Movement
A radical new approach to working, saving, and retiring. Provided by Christian H. DePaul, CFP, MS, CDFA Retire before 50 and live your best life. That is the message of the FIRE (Financial Independence, Retire Early) movement, which is … Read More