Most of us will never face taxes related to money or assets we give away. Provided by Christian H. DePaul, CFP “How can I avoid the federal gift tax?” If this question is on your mind, you aren’t alone. … Read More
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Should Millennials Be Your Money Models?
Gen Y is doing some things right when it comes to saving & investing. Provided by Christian H. DePaul, CFP Financially, Generation Y is often criticized for being risk averse & unaware. Is this truth, or is it fiction? … Read More
The Real Cost of College
It may not be what you think. Provided by Christian H. DePaul, CFP How much will your family end up paying for college? Your household’s income may have less influence than you think – and some private colleges may … Read More
Beware of Emotions Affecting Your Money Decisions
Today’s impulsive moves could breed tomorrow’s regrets. Provided by Christian H. DePaul, CFP When emotions and money intersect, the effects can be financially injurious. Emotions can cause us to overreact – or not act at all when we should. … Read More
Accentuating the Positive
Retiring? Saving for retirement? Here’s some good news. Provided by Christian H. DePaul, CFP Are 90% of articles written about retirement pessimistic? Sometimes it seems that way. Repeatedly, we are reminded that most baby boomers haven’t saved enough for … Read More
Do Our Attitudes About Money Help or Hurt Us?
We may need to change them to better our financial prospects. Provided by Christian H. DePaul, CFP Our relationship with money is complex & emotional. When we pay a bill, go to the mall, trade in a car for … Read More
The Real Cost of College
It may not be what you think. Provided by Christian H. DePaul, CFP How much will your family end up paying for college? Your household’s income may have less influence than you think – and some private colleges may … Read More
A Portrait of Gen X Retirement Saving
Is this age group preparing adequately for the future? Provided by Christian H. DePaul, CFP How would you guess Gen X is faring when it comes to retirement saving? Americans born between 1965 and 1980 are approaching what should … Read More
One Couple, Two Different Retirements?
After many years together, some retired spouses may find their daily routines far apart. Provided by Christian H. DePaul, CFP When you see online ads or TV commercials about retirement planning, do they ever show baby boomer couples arguing? … Read More
Why Retirees Need Good Credit Scores
Careers & businesses end, but the need to borrow remains. Provided by Christian H. DePaul, CFP We spend much of our adult lives working, borrowing, and buying. A good credit score is our ally along the way. It retains … Read More