Below you'll find a list of all posts that have been categorized as “Blog”
Making The Most of AMT Credits: A Guide for Executives with Stock Options If you’ve ever exercised incentive stock options (ISOs) and were surprised by a larger-than-expected tax bill, you’ve likely met the Alternative Minimum Tax (AMT). The silver lining? That extra tax you paid may not be gone forever, it could come back to lower future taxes through what’s …
Paragon Perspectives: The Long Watch A long-term view on markets, economics, and investing Markets, Oil, and the Strait of Hormuz It seems like not a month goes by without some major event taking over the headlines. Last month it was the supposed demise of the software industry at the hands of artificial intelligence. This month it’s Operation Epic Fury and …
5 Financial Strategies Every Woman Over 40 Should Know (Before It’s Too Late) Let’s be honest—turning 40 doesn’t magically come with a manual on navigating your finances. You’ve earned your experience, your independence, and possibly a few laugh lines along the way. But if your financial plan is still running on autopilot (or worse—denial), it’s time for a reality check. …
Over the past few weeks, investors have grown increasingly concerned about how artificial intelligence (AI) may disrupt various industries — especially software. Rather than reacting to headlines, I thought it would be helpful to share how we are thinking about this at Paragon Wealth. Our goal is simple: understand the real risks, identify the real opportunities, and evaluate our holdings …
Major Changes Coming to Parent PLUS and Grad PLUS Loans in 2026: What Families Need to Know Starting July 1, 2026, federal student lending will undergo one of the most significant changes in decades. Under provisions of the “One Big Beautiful Bill Act,” Parent PLUS loans will face strict new caps — and the Grad PLUS program will be eliminated …
Paragon Perspectives: Can I Afford a Summer Vacation? Summer vacation season has a way of sneaking up on us. One minute you’re scrolling through photos of beaches and family trips, and the next you’re wondering whether booking a vacation is responsible — or reckless. It’s a fair question. And one we hear every year. Why This Question Feels So Heavy …
5 Mistakes People Make in Their 50s That Delay Retirement Your 50s are a pivotal decade for retirement planning. You’re often earning more than ever, but you’re also closer to the finish line. That combination makes this decade incredibly powerful — and surprisingly risky if certain details are overlooked. Here are five common mistakes we see that quietly delay retirement. …
Paragon Perspectives: The Long Watch – Exploring the forces shaping long-term investing decisions How Do Global Conflicts Affect My Portfolio? Real questions clients are asking about geopolitics and long-term investing Global headlines have a way of stirring investor anxiety — wars, elections, trade disputes, and shifting alliances can make even the steadiest markets feel unpredictable. At Paragon Wealth, we’ve received …
A bigger salary is always good news, right? Not always. A recent story we came across proves that sometimes a raise looks better on paper than it does in your bank account. The Story:Someone recently accepted a new job with a $20,000 raise. They checked the benefits, thought everything looked fine, and signed on. But when payday rolled around, their …
