Estate Planning can be complex and overwhelming, as there are many nuances to keep track of and potential pitfalls for the unaware. For that reason, it is best to consult with an attorney specializing in Estate Planning matters and seek their professional assistance in drafting documents. Even then, there are several estate planning matters that often get overlooked that no one warns you about. With that in mind, let’s look at the top 5 mistakes – detailed here:
Read MoreAs of the most recent consumer price index (CPI) reading on Aug 10, inflation came in at 8.5% annualized. While the rate has come down from the 9.1% reading in June, it remains to be seen if this is a temporary step in the right direction or if inflation has in fact peaked. Any way you slice it, Americans are experiencing the worst level of inflation since the end of 1981.
Read MoreMarkets delivered exceptional performance in a year that had a little bit of everything: politics, bubbles, meme stocks, inflation, runaway rallies, and sudden drops. Let's take a look at how markets performed last year and what we expect will happen in 2022.
Read MoreEven if you find yourself in a comfortable financial situation, refinancing may be a smart decision that can allow you to save more of your hard-earned money for years to come.
Read MoreWhile we can’t see the future to tell you exactly what college will cost two decades from now, we can give you some information on different types of savings/investment accounts for your children so you’re prepared.
Read MoreEarly in the morning on March 9th, after careful deliberation and examination of the likely outcomes of the rapid expansion of the Novel Corona Virus - and, in particular, the likely impact upon the global economy, PARAGON's Investment Committee decided to implement RECESSION PROTOCOL™ immediately. This means that we evacuated all of our clients out of the stock market and into safer assets such as treasuries, investment grade bonds, and cash.
Read MoreThere are a host of apps and services that can help you cut expenses and decrease your monthly bills. We’ve compiled a list of some of the best apps out there that can help you save money each month.
Read MoreIt is very common for people to have faith that the Social Security Administration will always pay the largest benefit one is entitled to. That might not necessarily be the case. Learn how being proactive can really pay off.
Read MoreRetirement is one of the most important life events you will experience, and getting it right takes wise planning. Here are the key aspects to carry out during the five phases of retirement.
Read MoreMany of us may perceive trusts as a complex subject better left to our attorney. However, a trust is simply a contract initiated by a grantor who agrees to transfer assets to a beneficiary, who then receives the assets as stipulated in the trust contract.
Read MoreIn November of 2015, Congress surprised many of us with effective collaboration between the Democrats and Republicans to pass the Bipartisan Budget Act of 2015.
Read More"What are rental real estate passive activity losses and how do they affect me?" This requires a short jaunt into the cloudy world of "Passive activity losses."
Read MoreWhen our child was diagnosed with a developmental disability, the last thing on our minds was estate planning.
Read MoreThe McKay Scholarship Program is fairly simple for a child with special needs to qualify – the challenge is finding out what it is, how it works and what it can do.
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