Paramount Blogs & Resources
The Psychological Side of Spending Your Retirement Savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement. For years, you’ve been saving and investing for retirement. But what happens when you finally retire and it’s time to switch...
Why do the wealthy borrow? Sometimes, debt makes sense
Strategic borrowing can keep your financial plan intact and at work. Truths that seem universal often fray at the edges, particularly when talking about money. Take for example the popular and often helpful advice from writers of bestselling personal finance books....
Giving well when you decide to give
Saving well, spending well and investing well are essential to a financially sound lifestyle, but for those inclined toward philanthropy, giving well should garner similar consideration. Matters of timing, taxation and method can significantly change how your...
Take back your time
Rethinking how you schedule your days can set you free. While some things may be out of our control, much of our life comprises the choices we make – including how we manage our time, or don’t. Our drive for productivity, especially in the U.S., has us so caught up...
What to do after a loved one passes away
Take action during an overwhelming time with this quick guide. When someone close to you dies, the whirlwind of emotions and planning can be paralyzing. And if you’re the heir in charge or executor of your loved one’s will, decision-making and to-dos are a heavy...
Hidden benefits of 529 plans
Beyond education savings, these plans can work for you – not just your kids. Most commonly, 529s are known as a tool to save for college expenses tax-free, but even if you can cover college costs in other ways, don’t overlook how using these plans can benefit you....
Michigan Office
420 South Brown Street
Jackson, MI 49203
Arizona Office
2375 E. Camelback Road
Suite 600
Phoenix, AZ 85016
Florida Office
4851 Tamiami Trail North
Suite 200
Naples, FL 34103