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
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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