Insights

CHARITABLE GIVING STRATEGIES

Oct 30, 2015Apr 8, 2017 Paragon Financial Partners

Charitable giving is one of the most effective ways to promote and sponsor positive change for the betterment of others and for society. Charitable giving is your direct contribution to positive change and perhaps a way to establish a long lasting legacy.

PODCAST EPISODE 7: MANAGING A WINDFALL

Oct 14, 2015Mar 23, 2017 Paragon Financial Partners

Welcome to the Paragon Podcast. In this episode Evan Shorten discuss how to best handle a financial windfall. Evan discuss the emotional, financial, and family aspects of acquiring new wealth.

MANAGING A FINANCIAL WINDFALL

Oct 13, 2015Apr 8, 2017 Paragon Financial Partners

Coming into a windfall can be an exciting time filled with joy, optimism, and relief. Thoughts of becoming debt free, financially independent, or the owner of your dream home may preoccupy your mind; perhaps this may be the catalyst to launch your dream business.

WE ARE IN THE HUFFINGTON POST – 6 FINANCIAL RISKS OF RETIREMENT

http://www.huffingtonpost.com/paladinregistrycom/6-financial-risks-of-reti_b_8244264.html

6 FINANCIAL RISKS OF RETIREMENT

Aug 11, 2015Apr 8, 2017 Paragon Financial Partners

A lot of the discussion surrounding retirement planning focuses on how to build your nest egg. While it is certainly important to create a long-term financial plan spanning multiple decades, we believe there also needs to be a conversation with regards to safeguarding your nest egg once you do reach retirement.

AN INTRODUCTION TO TRUSTS

Jul 29, 2015Apr 8, 2017 Paragon Financial Partners

Establishing the appropriate trust is an integral part of any estate plan. Having the appropriate trust in place can provide the advantages of avoiding probate and unexpected tax consequences while possibly helping to reduce the size of your overall estate. In addition, establishing a trust allows for your intended wishes to be followed in caring for your heirs.

Previous page 1 … 13 14 15 16 17 Next page

Expert financial advice that prepares you for life's challenges.

Explore the latest financial information in our articles and podcasts.