Paramount Blogs & Resources

Did you know 529s are powerful estate planning tools?

These versatile savings accounts might be the estate planning vehicle you need to learn about. Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of...

A winning benefits package can set your business apart

Offering prospective employees the right benefits can help boost your firm’s appeal. To stay competitive, your business needs to maintain a vibrant culture and impressive benefits – and that includes offering a retirement savings plan. According to survey data, 85% of...

Electric Vehicles Pull Out All the Stops to Attract Drivers

The appeal of electric vehicles is more than just low emissions—it’s higher horsepower, too. Years ago, the manufacturing and marketing of green products was mostly about higher purpose, with less emphasis on design, performance, and emotional connection. Perhaps...

Making long-term care decisions – Questions to consider as you plan

The best time to make long-term care decisions is long before you need it. But people often put those decisions off because needing long-term-care is an uncomfortable reality to confront. Even if you feel like it’s not time yet, putting some thought (and even action)...

Understanding active and passive mutual funds

Learn more about differences between these two investment types. If you’re interested in investing in mutual funds or exchange-traded funds (ETFs) – or you already have some in your portfolio – you may be wondering what exactly the difference is between an active and...

The balancing act of income and net worth

Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help. There are a multitude of acronyms used to describe households and financial status. You may have heard of KIPPERS...

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