If that is your dream, explore whether these steps could be useful to take. Provided by Christian H. DePaul, CFP, MS, CDFA How could you retire in your fifties by choice? You will need abundant retirement savings and ways … Read More
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Refrain from Tapping Your Retirement Funds
Resist the temptation. Your future self will thank you. Provided by Christian H. DePaul, CFP, MS, CDFA Retirement accounts are not bank accounts. Nor should they be treated as such. When retirement funds are drawn down, they impede the … Read More
Holliday Year End Wrap Up!
A look back at 2017 thus far Presented by Provided by Christian H. DePaul, CFP, MS, CDFA The year in brief. Investors have had much to celebrate in 2017. Halfway through November, the S&P 500 had gained more than … Read More
Year-End Charitable Gifting
What should you keep in mind as you donate? Provided by Christian H. DePaul, CFP, MS, CDFA Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print” involved, as … Read More
Health Care Costs Are Cutting into Retirement Preparations
This is happening in subtle and not-so-subtle ways. Provided by Christian H. DePaul, CFP, MS, CDFA You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than … Read More
The Republican Tax Reform Plan
What is in it? What could its changes mean for you, if they become law? Provided by Christian H. DePaul, CFP, MS, CDFA Major changes may be ahead for federal tax law. At the start of November, House Republicans … Read More
How 1099 Workers Can Prepare for Tax Season
The little things independent contractors should do before April. Provided by Christian H. DePaul, CFP, MS, CDFA Do you freelance or run a business on the side? You have a complicated tax situation, all stemming from one fact – … Read More
Are There Blind Spots in Your Insurance Plan?
Deficient coverage may cost you someday. Provided by Christian H. DePaul, CFP, MS, CDFA Many households and businesses are insufficiently insured. The problem is not necessarily the quality of coverage, but the breadth and depth of it. Your own … Read More
Understanding Inherited IRAs
What beneficiaries need to know and consider. Provided by Christian H. DePaul, CFP At first glance, the rules surrounding inherited IRAs are complex. Here are some questions (and potential answers) to consider if you have inherited one or may … Read More
Keeping Holiday Spending Under Control
What little steps can you take to keep from getting carried away? Provided by Christian H. DePaul, CFP You’ve seen the footage on the news. You’ve been in the middle of it. You’ve stood in the vexing lines. You’ve … Read More