Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss the possibility of a social security do-over. That's right, if you regret taking social security benefits early, there may be the possibility for you to change your mind and do it over again. Listen to this episode to learn more about whose eligible and the process to redo your social security benefits application.
Evan Shorten and Elean Mendoza discuss examples of fraud they have encountered while working with clients and provide you tips on how to protect yourself and your sensitive information.
With the end of year approaching, Evan Shorten discusses tax-loss harvesting and how it can be used to potentially reduce capital gains tax liabilities.
The 529 Able plan is a new type of savings vehicle created to help individuals with disabilities establish long-term savings.