Crises pass, and markets eventually regain equilibrium. Provided by Christian H. DePaul, CFP We have seen some uneasy times lately. Uneasiness impacts the financial markets. When it does, we all need to keep some long-term perspective in mind. Those … Read More
Uncategorized
Life Insurance Products with Long-Term Care Riders
Are they worthwhile alternatives to traditional LTC policies? Provided by Christian H. DePaul, CFP The price of long-term care insurance has really gone up. If you are a baby boomer and you have kept your eye on it for … Read More
Are You Really Saving Enough for Retirement?
Why an early start (and accepting some risk) matters. Provided by Christian H. DePaul, CFP Are you on track to save $1 million or more for retirement? If you are 50 or younger, you may need that much in … Read More
Financial Priorities Young Families Should Address
Wise money moves for parents under 40. Provided by Christian H. DePaul, CFP As you start a family, you start to think about certain financial matters. Before you became a mom or dad, you may not have thought about … Read More
Which Financial Documents Should You Keep On File?
… and for how long? Provided by Christian H. DePaul, CFP You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in … Read More
Before You Claim Social Security
A few things you may want to think about before filing for benefits. Provided by Christian H. DePaul, CFP Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by … Read More
Talking to Your Kids About Your Wealth
How can you convey its importance and its meaning? Provided by Christian H. DePaul, CFP Are you an owner of a thriving business or a medical or legal practice? Are you a highly paid executive? If you have children, … Read More
Getting (Mentally) Ready to Retire
Even those who have saved millions must prepare for a lifestyle adjustment. Provided by Christian H. DePaul, CFP A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or … Read More
Saving More Money, Now & Later
You could save today & tomorrow, often without that penny-pinching feeling. Provided by Christian H. DePaul, CFP Directly & indirectly, you might be able to save more per month than you think. Hidden paths to greater savings can be … Read More
Will You Really Be Able to Work Longer?
You may assume you will. That assumption could be a retirement planning risk. Provided by Christian H. DePaul, CFP How long do you think you will work? Are you one of those baby boomers (or Gen Xers) who believes … Read More