Below you'll find a list of all posts that have been categorized as “Blog”
With the end of the year coming up faster than the uncle you owe a phone call, it’s the perfect time to talk about something we all love: taxes. Okay, maybe “love” is a stretch—but there’s something to be said for getting ahead of tax planning before you find yourself on April 14th wishing you’d made a few moves when …
The Hidden Risk of Being Too Invested in Your Own Company Imagine you love chocolate and peanut butter, but you know that eating just those two things all the time wouldn’t be the best for your health. You need a mix of different foods—vegetables, fruits, proteins, grains—so your body stays strong and balanced. Similarly, in investing, even if you love …
Executive Summary Lower rates, a strong economy—what could go wrong? Oh yeah… there’s an election next month. In September, the Atlanta Fed’s GDPNow estimate for third-quarter growth was at 2.9%, but by October 8th, that number had climbed to 3.2%. Unemployment sits at a comfortable 4.1%, and inflation is holding steady around 2.44%. By most accounts, things are looking pretty …
October is Financial Planning Month—yes, it’s a thing, and no, there won’t be fireworks. But it does offer a perfect reminder to make sure your financial house is in order. One of the most overlooked yet crucial tasks? Reviewing your beneficiary designations. It may not be glamorous, but it can save your loved ones a lot of trouble down the …
I get questions all the time from clients who want to understand risk tolerance. Questions like: While those are all good questions, the truth is that investment risk tolerance is unique to each individual; it’s not possible to answer these questions in general terms. As a wealth-management professional, the real issue for me is helping you accumulate wealth while matching …
Key Takeaways September Insights Well, it’s the middle of September, and we’re starting to see signs of seasonal change. The nights are getting cooler, the days aren’t as long, and the leaves are beginning to fall. The same can be said for the Federal Reserve and the economy. Recently, the Federal Reserve announced a 0.50% rate cut, marking the beginning …
When it comes to retirement, single women face unique challenges. And while Social Security planning can be a crucial component for pursuing a reliable retirement income stream, it also adds a layer of complexity. That’s why understanding how to optimize Social Security options is essential. In this article, I provide key insights into the factors to consider when navigating Social Security …
Doylestown, Pennsylvania, is known for its charming historic district and vibrant arts scene. And as frequent visitors in and around the borough, weconsider ourselves excellent tour guides. We wrote this article to share our favorite spots, from serene parks and adventurous farms to historic landmarks and vibrant community spaces. Are you seeking outdoor adventures? Family-friendly activities? A journey back in time? …
As a single woman, do you worry about your financial future? In this video, Phil Rosenau talks about financial planning for single women and three strategies to help women build financial stability. He discusses everything from building a strong financial foundation to retirement planning. Watch this video to learn more. About Philip Philip Rosenau is Financial Advisor and Founding Partner at …
We are thrilled to announce that our own Phil Rosenau of Paragon Wealth Management has been recognized by AdvisorHub in their prestigious “Advisors to Watch: 1000 Next Gen” list for 2024. This accolade highlights 1000 advisors under the age of 45 who have demonstrated exceptional growth, professionalism, and a sophisticated approach to financial planning. Being part of this esteemed group reflects our unwavering dedication …
