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Author: Paragon Financial Partners

Paragon Financial Partners, Inc. is a Registered SEC Investment Advisor. The topics discussed herein are for informational purposes only and should not be considered as a solicitation or offer to purchase or sell any securities. The financial strategies and guidelines discussed herein may not be appropriate for everyone as each individual circumstance is unique. Please review all tax information with your tax professional. Please review all legal information with your legal professional. If you have any questions or would like to speak with us, please contact us by phone at (310) 557-1515 or by email at info@paragonfinancialpartners.com. View all posts by Paragon Financial Partners

Estate Planning Basics – Bypassing Probate

Nov 15, 2018Nov 15, 2018 Paragon Financial Partners

The probate process can be long and costly, taking months and sometimes years to resolve. If the size and complexity of your estate warrants exploring alternatives to probate, you may want to consider one or more of the following strategies. Click the image to continue reading.

Midterm Elections: What Do They Mean for Markets?

Nov 9, 2018Nov 9, 2018 Paragon Financial Partners

Should long-term investors focus on mid-term election outcomes? Keep reading to learn more.

Estate Planning Basics – Your Will

Sep 6, 2018 Paragon Financial Partners

There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital. Even if you are young or your estate is modest, you should always have a legally valid and up-to-date will.

Estate Planning Basics: Understanding Probate

Aug 30, 2018Aug 30, 2018 Paragon Financial Partners

Your estate consists of your assets (money, real estate, and belongings). Your estate also includes your debts, expenses, and unpaid taxes. Once you pass away, someone must take charge of your estate and settle your affairs.

The Impact of Inflation

Aug 15, 2018 Paragon Financial Partners

Inflation occurs when there is more money circulating than there are goods and services to buy. The process is like trying to attend a sold-out concert at the last minute; there is more demand for tickets than there are tickets to go around.

The Sandwich Generation: Juggling Family Responsibilities

Aug 2, 2018 Paragon Financial Partners

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same time looking after the needs of your aging parents. Squeezed in the middle, you have joined the ranks of the "sandwich generation."

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