Paramount Blogs & Resources
5 Considerations for Your Social Security Strategy
RETIREMENT & LONGEVITY As you prepare to start claiming benefits, be sure to ask yourself these questions. This year, about 65 million Americans will receive over one trillion dollars in Social Security benefits. If you’re planning to join that total and claim...
Laying the groundwork for tax season
Smart moves at the beginning of tax season can help get your financial house in order. Contrary to popular belief, tax planning isn’t limited to the months between year-end and April 15. In fact, smart tax planning goes beyond deductions and credits and should be...
Protecting Your Social Security Payout
RETIREMENT & LONGEVITY To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place. One in three seniors will die with dementia¹. It’s a sobering statistic, and when you consider it...
Should Your Estate Plan Address Addiction
ESTATE & GIVING Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision. Planning to pass down your legacy often requires you to address difficult questions and make hard choices. One of the most...
Single Parent – Formalize your Estate Intentions
ESTATE & GIVING Documenting your future wishes is especially important if you’re the single parent of an underage child. No matter if they’re adults or minors, established or dependent, children play a central role in estate planning decisions. That’s why it’s...
Setting 2023 goals for your business? Consider these ideas
From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year. Embrace eco-conscious energy savings Something as simple as subbing LED bulbs for incandescent ones can mean...
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