Paramount Blogs & Resources

Opportunity blooms in tax season

Whether you get a refund or end up owing, you have options. Tax season can be a period of new possibilities – especially when it comes down to what to do with your refund or, on the flip side, how to settle your bill. If you receive a refund So, you worked diligently...

Choosing the right charitable giving vehicle for your goals

Understand the differences between giving vehicles. If giving is in your heart, charitable planning vehicles have likely been a topic of conversation with your advisor. There are a variety of options, and each has its own benefits, from tax advantages to grant...

Navigating Medicare decisions in tricky situations

What encore careers, young dependents and early retirement mean for your elections. Medicare is an important component of holistic financial planning, but it can get complex for investors who retire early, care for young dependents or work beyond 65. But knowledge is...

Why the “no debt” approach isn’t optimal for every investor

Your portfolio can be the key to managing cash and maintaining flexibility. Today’s financial gurus seem to share a golden rule: You should aggressively pay down debt and live without it. This is sage advice for many, but not everyone. If you have substantial wealth,...

Can homeschooling and a full-time job co-exist?

Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support. The decision to homeschool can offer freedom, personal learning, and create a deeper connection with your child. But what if...

Manage inflation through innovation

Find success by pushing yourself to evolve. While the rate of inflation has gradually decreased in recent months, it’s no secret that it soared to a 40-year high (9.1%) in June 2022. For business owners, inflation makes forecasting expenses and allocating resources...

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

Call Us