What does history tell us – and should we value it? Provided by Christian H. DePaul, CFP, MS, CDFA As an investor, you know that past performance is no guarantee of future success. Expanding that truth, history has no bearing … Read More
Blog
How Can LTC Insurance Help You Protect Your Assets?
Plan to create a pool of healthcare dollars that you can use when the time comes. Provided by Christian H. DePaul, CFP, MS. CDFA How will you pay for long-term care? At the moment, you may not be able … Read More
R E T I R E M E N T I N S I G H T Presented by Provided by Christian H. DePaul, CFP MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES July, 2016 “When I let … Read More
Money Habits That May Help You Become Wealthier
Financially speaking, what do some households do right? Provided by Christian H. DePaul, CFP, MS. CDFA Why do some households tread water financially while others make progress? Does it come down to habits? Sometimes the difference starts there. A household … Read More
Impact Investing
Planning to grow your money with causes in mind. Provided by Christian H. DePaul, CFP, MS. CDFA Can investing change the world? Some millennials, Gen Xers, baby boomers and elders hope the answer is “yes.” Billionaires, like Bill Gates and … Read More
Getting Your Financial Paperwork in Good Order
Help make things easier for your loved ones when you leave this world. Provided by Christian H. DePaul, CFP, MS. CDFA Who wants to leave this world with their financial affairs in good order? We all do, right? None of … Read More
Why the Brexit Should Not Rattle Investors
Wall Street has rebounded so many times, so quickly. Provided by Christian H. DePaul, CFP, MS, CDFA Uncertainty is the hobgoblin of financial markets. Right now, investors are contending with it daily as the European Union contends with the United … Read More
Financial Planning for Divorced Women
The steps toward a post-divorce action plan. Provided by Christian H. DePaul, CFP, MS, CDFA A divorce is one of the most stressful circumstances a woman can experience. It can leave you feeling as if some things are beyond your … Read More
The A, B, C, & D of Medicare
Breaking down the basics & what each part covers. Provided by Christian H. DePaul, CFP Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover, and where they … Read More
Moving Into a Nursing Home Facility
What you and your loved ones need to know. Provided by Christian H. DePaul, CFP At some point, someone you love may make the transition from living at home to residing at an assisted-living facility or nursing home. When should … Read More