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Case Studies:
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2019
- Feb 6, 2019 Can I Retire… Please? Feb 6, 2019
- Feb 5, 2019 Investments… Just… Not… Growing… Feb 5, 2019
- Feb 4, 2019 Locked Up With Annuities Feb 4, 2019
- Feb 3, 2019 Refusing Medical Care Because of Money Worries Feb 3, 2019
- Feb 2, 2019 Suddenly Widowed Feb 2, 2019
- Feb 2, 2019 I’ve Found Out I’m Dying… Now What? Feb 2, 2019
Blog Posts:
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2023
- Aug 2, 2023 An Introduction to Social Security Aug 2, 2023
- May 26, 2023 Introduction to Withdrawal Planning During Retirement May 26, 2023
- May 25, 2023 Step 1 of 4: Begin with the End in Mind - Your Nest Egg Goal May 25, 2023
- May 24, 2023 Step 2 of 4: Understanding Different Withdrawals Methods May 24, 2023
- May 23, 2023 Step 3 of 4: Perform Multi-Year Tax Planning to Minimize Taxes in Retirement May 23, 2023
- May 21, 2023 Step 4 of 4: Get to Know Your Retirement Building Blocks May 21, 2023
- May 20, 2023 Mechanics of Making Withdrawals May 20, 2023
- May 19, 2023 Managing your Required Minimum Distributions (RMDs) in Retirement May 19, 2023
- May 16, 2023 Strategies for Using Inheritance Dollars Now May 16, 2023
- Apr 13, 2023 The 7 Most Common Estate Administration Mistakes to Avoid Apr 13, 2023
- Apr 6, 2023 The 5 Most Common Estate Planning Mistakes No One Warns You About Apr 6, 2023
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2022
- Dec 14, 2022 How Much Money Do I Need in My 401k When I Retire? Dec 14, 2022
- Oct 25, 2022 Are Bonds a Safe Investment? Oct 25, 2022
- Oct 6, 2022 Should I Unretire if the Stock Market Crashes? Oct 6, 2022
- Sep 29, 2022 Roth Withdrawals – I’m ready to get that tax free money…. Sep 29, 2022
- Sep 23, 2022 Asset Location and Roths Sep 23, 2022
- Sep 8, 2022 Roth IRA Owners Beware of the 5-Year Rule Sep 8, 2022
- Aug 25, 2022 Mega Backdoor Roths – What makes them so MEGA? Aug 25, 2022
- Aug 18, 2022 What are Good Investments in a Recession? Aug 18, 2022
- Aug 16, 2022 Backdoor Roth IRAs: A Savings Strategy for High-Income Investors Aug 16, 2022
- Aug 11, 2022 How to Invest During Inflation Aug 11, 2022
- Aug 4, 2022 When To Use a ROTH 401K Aug 4, 2022
- Jul 21, 2022 Roth Conversions – When It Makes Sense and When It Does Not Jul 21, 2022
- Jul 14, 2022 Why Choose a Roth IRA Jul 14, 2022
- Jul 7, 2022 Enrolling in Medicare When You Have a Health Savings Account (HSA) Jul 7, 2022
- Jun 29, 2022 Important Dates in the World of Medicare Jun 29, 2022
- Jun 23, 2022 Medicare Advantage: Thank you for the advice Joe Namath, but is this the right plan for me? Jun 23, 2022
- Jun 16, 2022 Medigap - Medicare Supplement Insurance Jun 16, 2022
- Jun 8, 2022 What Can You Do About that Aggravating IRMAA Surcharge? Jun 8, 2022
- Jun 1, 2022 Medicare Part D: Prescription Drug Coverage Jun 1, 2022
- May 25, 2022 Medicare Part B: Medical Insurance May 25, 2022
- May 18, 2022 Medicare Part A – Hospitalization Coverage May 18, 2022
- May 11, 2022 Introductory Overview to Medicare May 11, 2022
- May 4, 2022 Timely Market Insights – Are we on the Brink of Recession? May 4, 2022
- Apr 28, 2022 Could a Health Savings Account (HSA) be THE best account to invest in? Apr 28, 2022
- Apr 21, 2022 ACA Subsidies and How a New Retiree Can Maximize Them Apr 21, 2022
- Apr 14, 2022 A Healthcare Choice Available to Every Pre-Medicare Retiree: Affordable Care Act (“ACA”) Coverage Apr 14, 2022
- Apr 7, 2022 Short Term Health Insurance Plans: A good option to bridge the gap before Medicare? Apr 7, 2022
- Mar 31, 2022 Concierge Healthcare Plans: Wave of the Future? Mar 31, 2022
- Mar 25, 2022 How Employer's Retiree Group Coverage Can Help You Retire Before 65 Mar 25, 2022
- Mar 16, 2022 The Top Benefits and Drawbacks to Know About Healthcare Sharing Ministry Plans Mar 16, 2022
- Mar 4, 2022 COBRA Insurance: A good option for Pre-Medicare Retirees? Mar 4, 2022
- Feb 21, 2022 How Health Insurance Can Make or Break Your Decision on When to Retire Feb 21, 2022
- Jan 14, 2022 The Financial Quarterly, 4th Quarter 2021 Jan 14, 2022
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2021
- Sep 20, 2021 Railroad Retirement Benefits and Your Military Service Time Sep 20, 2021
- Jul 16, 2021 Railroad Retirement “Current Connection” – Why is this important? Jul 16, 2021
- Jul 14, 2021 Top Financial Tips for Expats Who Want to Live Abroad Jul 14, 2021
- Jul 2, 2021 6 Options to Consider When Selling and Buying a Home in a Seller’s Market Jul 2, 2021
- Jun 16, 2021 Railroad Retirement Survivor Benefits – Will my family be taken care of if I pass away? Jun 16, 2021
- May 27, 2021 How Government Loans Can Help You Purchase a Condo May 27, 2021
- May 13, 2021 Railroad Retirement Benefits and Taxation Does it work any differently when I finally retire? May 13, 2021
- Apr 14, 2021 Railroad Retirement Benefits for My Spouse? Apr 14, 2021
- Mar 15, 2021 RAILROAD RETIREMENT AND SOCIAL SECURITY: How are they the same? How are they different? Is it possible to have both? Mar 15, 2021
- Feb 12, 2021 Understanding Your Railroad Retirement Benefits at CSX Feb 12, 2021
- Jan 5, 2021 How to Invest During A Recession Jan 5, 2021
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2020
- Dec 12, 2020 Physician's Guide to Public Service Loan Forgiveness (PSLF) Dec 12, 2020
- Dec 10, 2020 Mutual Funds, Index Funds, or ETFS: WHICH IS BETTER? Dec 10, 2020
- Dec 8, 2020 Buying a Home: How to Shop for a Mortgage Dec 8, 2020
- Dec 8, 2020 4 Bone-Chilling Student Loan Mistakes to Avoid Dec 8, 2020
- Dec 6, 2020 7 Steps to Buying a House You Can Afford Dec 6, 2020
- Dec 2, 2020 Choosing the Best 529 Plan Dec 2, 2020
- Nov 30, 2020 How Much Does it Cost to Raise a Child? Nov 30, 2020
- Nov 28, 2020 How Much is Too Much Income to Qualify for Financial Aid? Nov 28, 2020
- Nov 26, 2020 Rainy Day Savings: The Fundamental Pillar to Any Financial Plan Nov 26, 2020
- Nov 24, 2020 Scholarship Opportunities Resulting from COVID -19 Nov 24, 2020
- Nov 23, 2020 What should I do with my 401(k) when I retire? Nov 23, 2020
- Nov 22, 2020 Student Debt Repayment Guide Nov 22, 2020
- Nov 20, 2020 The Coronavirus Market Crash is Not the Start of Another Great Depression: Here is Why Nov 20, 2020
- Nov 18, 2020 To Love, or to Hate Annuities? That is the Question. Nov 18, 2020
- Nov 16, 2020 Understanding P/E Ratios Nov 16, 2020
- Nov 14, 2020 When Should I Start Saving for My Kid’s College? Nov 14, 2020
- Nov 12, 2020 Why Ponte Vedra Students Face a Harder & More Expensive Road to College Nov 12, 2020
- Nov 10, 2020 Why the Dow Jones Industrial Average (DJIA) is a Terrible Benchmark Nov 10, 2020
- Nov 8, 2020 How Financial Planning is Similar to Football Nov 8, 2020
- Nov 6, 2020 What is Dollar Cost Averaging & How it Works for You Nov 6, 2020
- Oct 21, 2020 How Can I Get My Pension Money Now? Oct 21, 2020
- Sep 29, 2020 Is Now a Good Time to Refinance? (From an Investment Perspective) Sep 29, 2020
- Sep 15, 2020 401K Hardship Withdrawals: What Qualifies & What It Means to You Sep 15, 2020
- Aug 7, 2020 Investing to Benefit Minors in Your Life Aug 7, 2020
- Jul 2, 2020 Stocks and Bonds… wait… What are Bonds Anyway? Jul 2, 2020
- Apr 1, 2020 Myth… When Stocks Go Down, Bonds Go Up Apr 1, 2020
- Mar 18, 2020 PARAGON Clients protected by Recession Protocol in Early March as CoronaVirus Loomed Mar 18, 2020
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2019
- Oct 7, 2019 How Does Your Credit Score Impact Your Retirement? Oct 7, 2019
- Sep 29, 2019 Savings from DIY Vs. Hiring a Professional in Jacksonville Sep 29, 2019
- Aug 27, 2019 Living Off-Grid On A Luxury American Road Trip Aug 27, 2019
- Aug 5, 2019 Pros and Cons of Owning Real Estate in Retirement Aug 5, 2019
- May 21, 2019 5 Apps That Will Decrease Your Monthly Bills May 21, 2019
- May 13, 2019 Social Security: Why Being Proactive Pays Off May 13, 2019
- Apr 17, 2019 5 Tips for Traveling on a Budget after You Retire Apr 17, 2019
- Mar 11, 2019 The 5 Phases of Pre-Retirement Mar 11, 2019
- Mar 4, 2019 5 Tips for When the Markets Get Rocky Mar 4, 2019
- Feb 4, 2019 How Bunching Expenses Can Enable Taxpayers to Continue to Itemize Feb 4, 2019
- Jan 7, 2019 4 Reasons Your Retirement Plan Might Fall Short Jan 7, 2019
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2018
- Dec 18, 2018 Sticking to Your Investment Policy Through Market Corrections Dec 18, 2018
- Nov 14, 2018 The Top 5 Apps to Save You Money Nov 14, 2018
- Oct 26, 2018 Late October Market Correction Update & Charts Oct 26, 2018
- Oct 11, 2018 Another Market Correction? Again? Umm... Yep Oct 11, 2018
- Oct 3, 2018 3d Quarter of 2018 Commentary from the Chief Investment Officer Oct 3, 2018
- Mar 12, 2018 How does the new Tax Cuts and Jobs Act of 2017 affect you? Mar 12, 2018
- Feb 14, 2018 Stock Market Correction – Should We Be Worried? Feb 14, 2018
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2017
- Nov 29, 2017 10 Things You Must Know About Medicare Nov 29, 2017
- Oct 31, 2017 Trusts... So Confusing! Not Really... Here's a Primer. Oct 31, 2017
- Oct 25, 2017 Draft a Retirement Wish List for Your Financial Adviser Oct 25, 2017
- Oct 19, 2017 What is it Like to Live in an RV After Retirement? Oct 19, 2017
- Jul 21, 2017 How Seniors Can Recover After Losing a Spouse Jul 21, 2017
- May 19, 2017 The Fiduciary Rule and What it Means for You May 19, 2017
- Jan 4, 2017 Happy New Year! What holds 2017? Jan 4, 2017
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2016
- Dec 6, 2016 To Roth or Not to Roth... That is the Question Dec 6, 2016
- Jun 10, 2016 Markets Displaying Optimism Jun 10, 2016
- Apr 1, 2016 A Financial Plan - One and Done? Nope. Not. Even. Close. Apr 1, 2016
- Mar 9, 2016 Markets Take on a Friendlier Tone Mar 9, 2016
- Feb 15, 2016 Who Needs a BUDGET? Well... It matters in retirement! Feb 15, 2016
- Feb 10, 2016 How Making a Qualified Charitable Distribution from your IRA Can Help You Feb 10, 2016
- Jan 21, 2016 Time to take (or give up) the car keys? Jan 21, 2016
- Jan 8, 2016 SOCIAL SECURITY RULES HAVE CHANGED; WHEN DO I DRAW BENEFITS NOW? Jan 8, 2016
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2015
- Dec 16, 2015 What happens when you sell a rental - taxwise?? Dec 16, 2015
- Dec 7, 2015 Special Needs Trust | Estate & Financial Planning for Family Dec 7, 2015
- Nov 9, 2015 Significant Social Security Law Changes Affects Millions of Retirees Nov 9, 2015
- Nov 4, 2015 It's Never Too Early to Save for Retirement Nov 4, 2015
- Oct 22, 2015 What would you do if you only had a month to live? Oct 22, 2015
- Oct 16, 2015 Tax Time Again! End of Year Tax-Smart Moves Oct 16, 2015
- Oct 9, 2015 Social Security "Do-Over?" Yep... Oct 9, 2015
- Sep 15, 2015 Will the Market Crash if the Fed Raises Interest Rates? Sep 15, 2015
- Aug 27, 2015 Interview with New Retirement Aug 27, 2015
- Aug 26, 2015 Ponderings in a Slow Market Aug 26, 2015
- Aug 23, 2015 How many seniors deny themselves Healthcare in retirement? Aug 23, 2015
- Aug 22, 2015 Take a break from your fair share: the 0% capital gains tax Aug 22, 2015
- Aug 21, 2015 What’s in a Number? The Framework for an Advisor’s Recommendation Aug 21, 2015
- Aug 20, 2015 Early Social Security for Special Needs Adult Child? Aug 20, 2015
- Aug 19, 2015 My Pension is Frozen! Now What? Aug 19, 2015
- Aug 18, 2015 The Backdoor Roth - What's that?? Aug 18, 2015
- Aug 17, 2015 Should I pull money out of my 401k to pay off credit card debt? Aug 17, 2015
- Aug 16, 2015 I own a rental house... with my siblings... Aug 16, 2015
- Aug 15, 2015 How do I Invest More Than I Can Put in my 401k or IRA? Aug 15, 2015
- Aug 14, 2015 Special Needs Planning and the McKay Scholarship Aug 14, 2015
- Aug 13, 2015 The Retirement Continuum Aug 13, 2015
- Aug 12, 2015 2014 Investing Year in Review - Paragon Wealth Strategies Aug 12, 2015
- Aug 11, 2015 Client Information Series - Social Security, 2015 Tax Law Changes, and the Economy Aug 11, 2015
- Aug 10, 2015 Can I take Hardship Withdrawals from my 401k? Aug 10, 2015
- Aug 9, 2015 The Options and Though Process of a 401(K) Loan Aug 9, 2015
- Aug 8, 2015 The Personal Learning Scholarship Account (PLSA) Aug 8, 2015
- Aug 7, 2015 I'm Jammed Up and Need Money! Aug 7, 2015
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2014
- Apr 4, 2014 Market's Long Overdue Correction Seems to Be Starting Apr 4, 2014