Christian H DePaul CFP - DePaul Wealth Management

Christian H DePaul CFP - DePaul Wealth Management Your financial compass to successful planning. Helping people reach their financial goals and aspirations.

Often we think we are doing our best. A financial professional can often show you how you can make your best even bette...
08/31/2020

Often we think we are doing our best. A financial professional can often show you how you can make your best even better.

A look at the maximum amounts you can put into retirement accounts this year. Provided by Christian H.

Risk is relative and risk is real. Have the discussion and become aware of the potentials of risk.
08/20/2020

Risk is relative and risk is real. Have the discussion and become aware of the potentials of risk.

"Rule No.1: Never lose money.

Happy 20th Birthday to the ROTH IRA!!! While the current conditions have created difficulty for some they have also prov...
08/11/2020

Happy 20th Birthday to the ROTH IRA!!! While the current conditions have created difficulty for some they have also provided opportunities. If you have an IRA and your "reportable" income will be lower for 2020 converting all or part of your traditional IRA to a Roth IRA might be a good idea. Discuss your options with a knowledgeable and trusted professional.

Is it right for you? Provided by Christian H. DePaul, CFP, MS, CDFA The COVID-19 pandemic has shaken up nearly every aspect of American life.

In good times, and especially uncertain times, it is good to have a trusted and knowledgeable professional in your corne...
08/04/2020

In good times, and especially uncertain times, it is good to have a trusted and knowledgeable professional in your corner. A good advisor can help you see outside the box in which you may be feeling confined.

Focusing on Your Strategy During Turbulent Times. Provided by Christian H.

The time to shop for snow tires is before the blizzard hits, not during the blizzard. While we are facing blizzard cond...
02/28/2020

The time to shop for snow tires is before the blizzard hits, not during the blizzard. While we are facing blizzard conditions in the market right now it is temporary. Pay attention, stay informed and don't over react before you think things through.

The 24-Hour News Cycle moves from Impeachment to COVID-19 to the Primaries – What’s next? Provided by Christian H. DePaul, CFP, MS, CDFA In recent weeks, we’ve seen several major stories in the news.

Don't worry until it's time to worry...
02/14/2020

Don't worry until it's time to worry...

What the I.R.

Planning ahead can be good, planning far ahead could be better!
01/16/2020

Planning ahead can be good, planning far ahead could be better!

Now is a good time to think about a few financial matters. Provided by Christian H.

Our notions about certain topics may be shared by many but that does not necessarily make them true. With important top...
12/20/2019

Our notions about certain topics may be shared by many but that does not necessarily make them true. With important topics such as retirement is makes good sense to check if what you think is true actually applies to your specific situation.

Don’t fall for these misconceptions. Provided by Christian H.

Here are some "year end" financial planning ideas which might apply to your situation.
12/13/2019

Here are some "year end" financial planning ideas which might apply to your situation.

Here are some things you might consider before saying goodbye to 2019. Provided by Christian H.

This can be done at any age. The sooner you learn proper money management techniques the better off you will be financi...
11/22/2019

This can be done at any age. The sooner you learn proper money management techniques the better off you will be financially.

A radical new approach to working, saving, and retiring. Provided by Christian H.

Today I reflected back on a conversation with an individual and their choice to "invest" a sizable 401(k) rollover in Be...
11/13/2019

Today I reflected back on a conversation with an individual and their choice to "invest" a sizable 401(k) rollover in Beanie Babies as opposed to an IRA. Hindsight can be 20/20 at times. Sometimes I help people to make good decisions, other times it is helping them not make bad ones.

Indecision can lead to no decision. Provided by Christian H.

There are usually pluses and minuses when it comes to making the best financial decision for your personal situation. S...
10/25/2019

There are usually pluses and minuses when it comes to making the best financial decision for your personal situation. Seek advice to be sure you have considered all the options.

What you need to know. Provided by Christian H.

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