They may affect our attempts to build wealth. Provided by Christian H. DePaul, CFP, MS, CDFA Picture an 18-wheeler, its 4,000-cubic-foot cargo trailer filled to capacity with stacks of $100 bills. The driver shuts and locks the trailer, closing … Read More
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Why DIY Investment Management Is Such a Risk
Paying attention to the wrong things becomes all too easy. Provided by Christian H. DePaul, CFP, MS, CDFA If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management … Read More
What is a College Degree Really Worth?
Is higher education really the prerequisite for success? Provided by Christian H. DePaul, CFP, MS, CDFA Do you need a college degree to succeed? That assumption is long-entrenched, and it isn’t hard to see a relationship between education and … Read More
WHAT TO BRING TO A MEETING WITH A FINANCIAL ADVISOR
Crucial questions & essential documents. Provided by Christian H. DePaul, CFP, MS, CDFA The financial planning process is not merely a matter of numbers. When you meet with a financial advisor to map out a strategy for wealth accumulation … Read More
Are You Insured?
Too many Americans have no life insurance. Their loved ones may pay dearly for that choice. Provided by Christian H. DePaul, CFP, MS, CDFA September is National Life Insurance Awareness Month – a good time to think about the … Read More
Why Life Insurance Matters
Besides the death benefit, it may also help you financially during your life. Provided by Christian H. DePaul, CFP, MS, CDFA As Bankrate.com noted, 43% of Americans have no life insurance. Some view it as optional; some have simply … Read More
Making Decisions About Life Insurance
Life insurance choices can be confusing. Provided by Christian H. DePaul, CFP, MS, CDFA Man is Mortal. That makes life insurance a little unique and interesting, doesn’t it? We purchase things like health insurance, car insurance and home insurance, … Read More
The Rise of Bitcoin
Is the virtual currency a fad, or the future? Provided by Christian H. DePaul, CFP, MS, CDFA Mention “bitcoin” to assorted economists or investors, and you may trigger all kinds of associations. To some, it signifies an exciting new … Read More
Are There Really Tax-Free Retirement Plan Distributions?
A look at some popular & obscure options for receiving money with little or no tax. Provided by Christian H. DePaul, CFP, MS, CDFA Will you receive tax-free money in retirement? Some retirees do. You should know about some … Read More
The Many Benefits of a Roth IRA
Why do so many people choose it rather than a traditional IRA? Provided by Christian H. DePaul, CFP, MS, CDFA The Roth IRA changed the whole retirement savings perspective. Since its introduction, it has become a fixture in many … Read More