How do they differ? Provided by Christian H. DePaul, CFP, MS, CDFA Seemingly every presidential candidate offers a plan for tax reform. You can add Donald Trump and Hillary Clinton to that long list. Here is a look at … Read More
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When Is Social Security Income Taxable?
The answer depends on your income. Provided by Christian H. DePaul, CFP, MS, CDFA Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless of how you feel about it, it is a possibility. Seniors … Read More
Life Insurance … Is It Time?
Have you been putting it off? Provided by Christian H. DePaul, CFP, MS, CDFA According to the insurance industry group LIMRA and the nonprofit Life Happens, 43% of Americans have no life insurance.1 Why don’t more young adults buy … Read More
Updating Your Estate Plan
When should you review it? What should you review? Provided by Christian H. DePaul, CFP, MS, CDFA An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who … Read More
Filial Responsibility Laws
Could you be required to provide financial support to your parents? Provided by Christian H. DePaul, CFP, MS, CDFA Imagine your parents outliving their money. A terrible thought, right? Should this occur, there will be one of two outcomes. … Read More
Do Our Biases Inhibit Our Retirement Savings Efforts?
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 the … Read More
Women Must Plan For Their Financial Future
Think about tomorrow, not just today. Provided by Christian H. DePaul, CFP, MS, CDFA No woman wants to end up impoverished, out of options, left to fend for herself on the streets. Only a tiny percentage of women from … Read More
Good Retirement Savings Habits Before Age 40
Some early financial behaviors that may promote a comfortable future. Provided by Christian H. DePaul, CFP, MS, CDFA You know you should start saving for retirement before you turn 40. What can you start doing today to make that effort … Read More
Think About Your Lifestyle Before You Retire
Sometimes planning for retirement isn’t entirely about money. Provided by Christian H. DePaul, CFP, MS, CDFA How many words have been written about retirement? It’s a preoccupation for many, and we devote so much time, thought, and energy toward saving … Read More
Protecting Your Parents From Elder Financial Abuse
How to help your family avoid scams and other fraud. Provided by Christian H. DePaul, CFP, MS, CDFA We are becoming more familiar with the notion of financial abuse targeting elders – scams and other exploitation targeting the savings … Read More