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…