Paragon PerspectivesAs 2013 draws to an end, we want to use our final newsletter to say “Merry Christmas,” “Happy New Year,” and “Thank You” to our readers. We are privileged to work with you and we truly appreciate the opportunity to do so. We have included in this issue
It’s Friday November 8, 2013 as I write this and the stock market is basking in all-time highs-which were driven by based on an employment report of 204,000 jobs added vs. the 120,000 median forecast of 91 economists surveyed by Bloomberg. In addition, the third quarter gross domestic product (GDP)
As more baby boomers near retirement the topic of Social Security planning is becoming more prevalent in financial publications like the Wall Street Journal and magazines. Simply put, Social Security planning is evaluating your specific situation to determine the best course of action to take with benefits to meet your
We at Paragon Financial Advisors are not accountants and urge you to verify any items we discuss with your tax professional to determine its implications in your particular situation. We also do not believe you should “let the tax tail wag the investment dog.” That is, your investing should not
That quote is well remembered in conjunction with the passage of the Affordable Health Care Act (“Obamacare”). Well, we are finding out what is in it—and the associated (increasing) costs. Our purpose here is not to debate the passage of the bill; it’s the law of the land. What we