Andrew J. Dehan

As you’re heading toward retirement, there are a variety of terms you may come across. Annuities, required minimum distributions and full retirement age — all of these things to consider can feel overwhelming. Aging in place may be a term… read more…

People like to invest with their values and beliefs in mind. You may have heard of investing styles like ESG investing or biblically responsible investing. One investment strategy is Catholic values investing. Let’s define what Catholic investing is, give you… read more…

When choosing where to set aside money for retirement, you need to weigh your options carefully. You’re likely going from one main income source to multiple smaller income sources when you retire. You may also want buy some security for your… read more…

There are multiple ways to retire. You may choose to pay off your home and live in it as long as possible. Or, if you own your home, you can cash in on its equity and use it to fund… read more…

Since the Social Security Act of 1935, Social Security has been America’s social program to help fund Americans’ retirement.  But how much can you expect to see when you collect Social Security? Can the average American live on the average… read more…

There are a lot of aspects of estate planning that can make it feel daunting. To protect your beneficiaries from creditors, you should consider establishing a domestic asset protection trust or DAPT. Here define DAPTs, talk about how they work… read more…

House hunting is serious business. You need to secure a good mortgage and find the right property. Not only is buying a house a huge financial decision, but it can be made more complex by the ups and downs of… read more…

When you’re buying a home, a lot of pieces have to fall into place. You may come across unfamiliar terms, like escrow and title insurance. One such term is mortgage APR or annual percentage rate. Knowing how to get a… read more…

Selling your house is a major financial transaction. Whether you’re downsizing, upgrading or moving for another reason, you need to know what to expect. After all, you want to get the most you can out of your investment, and part… read more…

Buying a home is a major investment. You want to put your money into a house that’s going to meet the needs of you and your family. However, if that house isn’t available, you may consider building a home. Is… read more…

Many people dream of owning a chunk of land and putting their dream house on it. Maybe you fantasize about pulling out all the stops and designing a home with every feature you’ve ever wanted. Well, to make that dream,… read more…

Knowing how to bank effectively is a big part of being financially responsible. Different banks can have advantages over others. Employing different banking techniques can improve how you budget your money. One of those techniques is having multiple bank accounts. So,… read more…

If you’re nearing the age for Medicare eligibility, there are some things you should know about Medicare. One of those things is whether Medicare premiums are tax-deductible. You want to ensure you file your taxes correctly, but you also want… read more…

How long will $300,000 last in retirement? The answer to that depends on a variety of things: your lifestyle, your lifespan, your investments and any other income you have, to start. Let’s break down whether $300,000 is enough for your… read more…

Early retirement is a great goal for many. But to be able to retire early and comfortably, you’re going to need a nest egg. How much you need depends on how you answer a few questions: What’s your average cost… read more…

Everyone has a different journey when it comes to saving for retirement. Some start early with a job that offers 401(k) matching right out of school. Others get a later start. If that’s you and you’re just starting to save… read more…

The government offers several incentives for retirement accounts like 401(k)s. For instance, they’re a tax-deferred investment, meaning you won’t pay taxes on them until you withdraw. 401(k) deposits also don’t count as taxable income during the year that you make them,… read more…

When it comes to a company’s taxes, there are two important categories to understand: assets and liabilities. Tax liability is anything that a person or company owes taxes on, such as income or revenue. Tax assets are anything that can be… read more…

Real estate investing is a field that appeals to a lot of investors with diverse portfolios. Real estate investment trusts (REITs) are a great way to invest in real estate without having to own and manage physical property. But they can come… read more…

If a homeowner doesn’t pay their property taxes, the government can put a tax lien on their house. An unpaid tax lien can result in the homeowner losing their house through foreclosure. But did you know that tax liens can… read more…

The ins and outs of life insurance can be complex. That can be especially true if you want to sell your life insurance policy. There are two types of settlements: life settlements and viatical settlements. But when talking about viatical… read more…

If you’re ready to step into the waters of investment property financing, this guide is here to help. You need to have your money and credit in order and know what your options are for loans. After all, purchasing an… read more…

When investing in the stock market, knowing how you’ll need to pay taxes is important. Capital gains taxes are a reality for anyone buying and selling stocks. But what if you’re trading in funds like ETFs? Did you know that… read more…

If you’re buying an investment property, it may make sense to buy it using a limited liability corporation (LLC). While there are certain hurdles you’ll have to clear, buying a house with an LLC can have many legal and financial… read more…

When people retire, they go from having one main source of income to having several. The exact number of income sources and how heavily you’ll rely on them depends on your level of retirement planning. While some people rely solely… read more…