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Paragon Perspectives: Financial Smarts for Kids and Young Adults

Paragon Perspectives: Starting The Year With An Organized Budget

Paragon Perspectives: 2025 Market Outlook

Paragon Perspectives: Reviewing Your Investment Portfolio

Paragon Perspectives: Financial Resolutions for 2025 Your Guide to a Better Financial Future

Paragon Perspectives: Reflecting on Financial Goals For The Year

Paragon Perspectives: FSA/HSA Usage

Paragon Perspectives: December Insights 2024

Paragon Perspectives: Charitable Giving Strategies

Building Your Safety Net: Why an Emergency Fund Matters More Than Ever

Proactive Tax Planning: Tips That May Help Reduce Your Tax Bill Before Year-End

The Paragon Perspectives: The Hidden Risk of Being Too Invested in Your Own Company

The Paragon Perspectives: October Insights

Financial Planning Month Reminder: Review Your Beneficiary Designations

Gauging Your Risk Tolerance: Building a Portfolio for Financial Independence

The Paragon Perspectives: September Insights

Social Security Planning for Single Women

Our Favorite Spots in Doylestown, PA

Women & Wealth: 3 Strategies to Build Financial Stability

Phil Rosenau Named on the 2024 AdvisorHub “Advisors to Watch: 1000 Next Gen” List

Business Owners: Avoid These 4 Retirement Investment Pitfalls

Video Library

Paragon Perspectives: Financial Smarts for Kids and Young Adults
Paragon Perspectives Starting the Year with an Organized Budget
Paragon Perspectives 2025 Market Outlook Jan 2025
Paragon Perspectives: Reviewing Your Investment Portfolio
Paragon Perspectives: Financial Resolutions for 2025
Paragon Perspectives Reflecting on Your Financial Goals for the Year Dec 2024
Paragon Perspectives: FSA HSA Usage
Paragon Perspectives: December Insights 2024
Paragon Perspectives: Charitable Giving Strategies