November 2023 – Newsletter

November 2023 - NewsletterDesigned by Inspiration TMGiving ThanksAs the leaves turn to vibrant shades of red and orange and the air becomes crisp and cool, it's that time of the year when we gather with family and friends to celebrate Thanksgiving. This holiday is a...

October 2023 – Newsletter

October 2023 - NewsletterDesigned by Inspiration TMCybersecurity Awareness MonthOctober is Cybersecurity Awareness Month. To help spread awareness among our clients, we have invited a Cybersecurity specialist from Raymond James to speak at a luncheon on October 19th....

September 2023 – Newsletter

September 2023 - NewsletterDesigned by Inspiration TMThriving Through RetirementRetirement is just the beginning of a new adventure. Retirement can last 25 years or more. So rather than think of it as a finish line, it’s important to see it as a new, decades-long...

August 2023 – Newsletter

August 2023 - NewsletterDesigned by Inspiration TM National Golf Month For many people, there’s no better way to unwind than by spending an afternoon on a beautiful, freshly mowed golf course, swinging away the stresses of everyday life. This would have no doubt...

July 2023 – Newsletter

July 2023 - NEWSLETTERDesigned by Inspiration TMIndependence Day CelebrationJohn Adams, our second president, may seem like a crusty old character as he stares out of school history books, but the man knew how to celebrate. After the Declaration of Independence was...

June 2023 Newsletter

June 2023 - NEWSLETTERDesigned by Inspiration TMDesigned by Inspiration™We are excited to announce our newly approved trademark! This has been a dream of Don's for quite some time, and he is thrilled to finally see it come to fruition. While the official trademark is...

May 2023 Newsletter

May 2023 - NEWSLETTERDesigned by Inspiration TMDon Named on Forbes 2023 Best-in-State Wealth Advisors listFor the fifth consecutive year, Paramount Wealth Management Founder and President, Don Hershberger, has been named on the Forbes list of Best-In-State Wealth...

March 2023 Newsletter

March 2023 - NEWSLETTERHelping people intentionally design their wealth in a way that shapes their most inspired life.Review Key Takeaways of the SECURE Act 2.0Passed in December 2022, the SECURE Act 2.0 includes a comprehensive set of provisions intended to help many...

February 2023 Newsletter

February 2023 - NEWSLETTERHelping people intentionally design their wealth in a way that shapes their most inspired life.Laying The Groundwork For Tax SeasonSmart moves at the beginning of tax season can help get your financial house in order. Contrary to popular...

January 2023 Newsletter

January 2023 - NEWSLETTERHelping people intentionally design their wealth in a way that shapes their most inspired life.Financial Resolutions for 2023Start the new year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New...

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