Below you'll find a list of all posts that have been categorized as “Blog”
Paragon Perspectives: Reflecting on Your Financial Goals for the Year: 3 Essential Questions to Ask Yourself As the year winds down, it’s a natural time for reflection. We’re all taking stock of what we’ve accomplished, where we’ve fallen short, and how we can do better in the new year. Your financial goals are no different. Whether you’re planning for retirement, …
Paragon Perspectives: Don’t Let Your Hard-Earned FSA and HSA Dollars Go to Waste: Smart Moves Before Year-End The end of the year is creeping up, and while you’re busy thinking about holiday shopping, family dinners, and your New Year’s resolutions, there’s one more thing that deserves your attention—your FSA and HSA funds. If you’re not careful, you could be leaving …
Paragon Perspectives: December Insights Executive Summary As we close out the year, it’s a good time to reflect on the economic and market trends shaping the current landscape and what might be on the horizon. Think of it as the financial version of flipping through your favorite year-end magazine with less celebrity gossip and more GDP numbers. In this week’s …
Paragon Perspectives: Giving Back Without Going Broke: A (Somewhat) Serious Guide to Charitable Giving Strategies Ah, charitable giving. It’s like exercise—you know it’s good for you, but sometimes you’d rather sit on the couch and binge-watch your favorite show. Don’t worry, we’re here to help you feel good about giving without sacrificing your Netflix subscription. Let’s talk about how to …
With year-end planning in full swing, let’s talk about something often overshadowed by retirement accounts and tax deadlines: the humble emergency fund. This financial safety net might not be flashy, but it’s your quiet hero in times of crisis. And if you’re recently single or a business owner, that “quiet hero” might be more important than ever. Here’s why an …
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 …
