2024 Contribution Limits

As we approach 2024, it’s essential to prepare for the financial changes that come with it. One critical aspect of financial planning is understanding the annual contribution limits for various accounts, as these limits can significantly impact your ability to save and invest for the future. In this article, we’ll

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How Should You Choose a Financial Planner?

Finding a financial professional, or even evaluating the one you currently use, is a hard task. There seem to be so many in the marketplace working for different companies. We will discuss our 5 reasons as to why an advisor at Paragon is different and could be the right fit

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How High Will Rates Go?

How high do you think the Federal Reserve will have to push interest rates to fully tame inflation? Some good news first: inflation is much, much lower than it was last summer. From its 2022 peak, headline inflation has plummeted to 3.2% in July after rising slightly over June’s reading.1

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Ignoring the Right Things

Quick question: What do you usually find yourself reading? News summaries, headlines, and quick bits to keep yourself updated? Or longer reads like books and articles? We’re ever more inundated with information that’s eager to capture our attention. We click because we want to stay up to speed and avoid

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How to Find Your Ideal Retirement Spot

What if you could blink and suddenly be living the retirement of your dreams? What would that look like? Would you be relaxing by glittering waters on a warm, white sandy beach? Would you be on a new adventure in the great outdoors? Or maybe you’d be enjoying more time

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Secure Act 2.0

We hope you had a fantastic start to your 2023 year. We wanted to pass along some new retirement rules for you. We will try to keep it simple. After months of debate, Congress finally passed some major changes to retirement laws at the end of 2022.1 The Setting Every

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Floating Above the Turmoil

Imagine there are 100 miles between you and a goal. A place you want to get to. But the land in between is chock full of canyons, crevasses, and crumbling cliffs. You have two choices of how you could get there. You could find a way on foot, sliding into

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How to be a Smarter Investor in Uncertain Times

In a perfect world, logic would always guide our financial decisions. Emotions wouldn’t come into play. But we don’t live in a perfect world. Far from it. That means our emotions impact our financial choices more than we realize.1 Shockingly as much as 95% of our purchase choices are made

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