President Trump orders a reevaluation of its regulations. Provided by Christian H. DePaul, CFP Major legislative changes may soon impact the financial industry. On February 3, President Donald Trump signed two executive orders authorizing reviews of some key industry … Read More
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The Advantages of HSAs
Health Savings Accounts offer you tax breaks & more. Provided by Christian H. DePaul, CFP Why do people open up Health Savings Accounts in conjunction with high-deductible health insurance plans? Well, here are some of the compelling reasons why … Read More
What Could You Do With Your Tax Refund?
Instead of just spending the money, you could plan to pay yourself. Provided by Christian H. DePaul, CFP About 70% of taxpayers receive sizable refunds from the Internal Revenue Service. Just how sizable? The average refund totals about $2,800.1 … Read More
Managing Money Well as a Couple
What are the keys in planning to grow wealthy together? Provided by Christian H. DePaul, CFP When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may … Read More
Life Insurance Before Age 40
Millennials have good reasons to obtain coverage now. Provided by Christian H. DePaul, CFP Do you plan to buy life insurance before you turn 40? Maybe you should. You may save money in the long run by doing so. … Read More
The Dow finally did it: it topped 20,000 for the first time.
What does this development mean for the equity market and your portfolio? Provided by Christian H. DePaul, CFP Ultimately, it may not mean very much. Does it signal that 2017 will be a great year for equities? Maybe. On … Read More
Cash Balance Plans
More professional practices (and practice groups) should look into them. Provided by Christian H. DePaul, CFP In corporate America, pension plans are fading away: 59% of Fortune 500 companies offered them to new hires in 1998, but by 2015, … Read More
Could Education Debt Shrink Your Social Security Income?
$1.1 billion has been garnished from retirement benefits to pay back old student loans. Provided by Christian H. DePaul, CFP Do you have a federal student loan that needs to be repaid? You may be surprised at what the … Read More
January 2017 Retirement Insight
R E T I R E M E N T I N S I G H T Presented by Christian H. DePaul, CFP, MS, CDFA MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES JANUARY 2017 “Be more … Read More
Maximum Retirement Account Limits for 2017
How much can you contribute to an IRA or workplace plan this year? Provided by Christian H. DePaul, CFP In 2017, you have another chance to max out your retirement accounts. Here is a rundown of yearly contribution limits … Read More