Congress just eliminated two popular strategies used to get greater retirement benefits. Provided by Christian H. DePaul, CFP If you want to claim Social Security benefits soon, keep a date & a number in mind. The date is April 30, … Read More
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How Gen Xers Can Get Their Retirement Saving Back on Track
Steps that may help to address a savings shortfall. Provided by Christian H. DePaul, CFP Were you born within the years 1965-1980? That makes you a member of Generation X, and it means you are between ages 35-50. Gen … Read More
Happy Thanksgiving!
Wishing everyone a happy, safe and blessed Thanksgiving Day!
Your Year-End Financial Checklist
Seven aspects of your financial life to review as the year draws to a close. Provided by Christian H. DePaul, CFP The end of a year makes us think about last-minute things we need to address and good habits we … Read More
Comprehensive Financial Planning: What It Is, Why It Matters
Your approach to building wealth should be built around your goals & values. Provided by Christian H. DePaul, CFP Just what is “comprehensive financial planning?” As you invest and save for retirement, you will no doubt hear or read … Read More
Life Insurance with Long Term Care Riders
As conventional LTC policies grow costlier, alternatives have emerged. Provided by Christian H. DePaul, CFP, MS, CDFA The price of long term care insurance is really going up. If you are a baby boomer and you have kept your eye … Read More
Women, Money, and the Long-Term
Are you too focused on the short-term? Presented by Christian H. DePaul, CFP, MS, CDFA How many short-term financial decisions do you make each week? You probably make more than a few, and they may feel routine. Yet in managing … Read More
Protect your family
There are many opportunities to buy insurance. You see it on television, hear it on radio and maybe even meet people trying to sell you insurance of one type or another. An objective financial advisor will assess your personal situation … Read More
Many people recognize the benefit of obtaining an objective review.
Among the many reasons to use a financial planner, objectivity is one. Financial planning is a world wide need. The United States does not have exclusive rights to the process. As I read about cases and the experiences of others … Read More
Ex-NFL Great Warrick Dunn Gives Away His 139th Home To Single Mom
Don’t You Appreciate Good People? From the online article by Urban Intellectuals comes the feel good story about a man blessed with much helping someone with less. What’s better than scoring touchdowns in the NFL? For former NFL great Warrick … Read More