Richard Paul



Jul 18, 2018
Given the list of unknowns, protecting what you have – and doing so by reducing your financial risks – is crucial to reducing your money-related stress in retirement.


Apr 1, 2018
As an advisor, one of the most common mistakes I see from prospective clients, is an over allocation to risk based assets.


Mar 2, 2018
For those just starting their careers or beginning to save for their future retirements, the financial planning world can be quite daunting. One flaw of our education system is the lack of preparedness it provides for younger investors just starting off.


Dec 7, 2017
The proposed changes – and any others that may come with this administration – could have a big effect on annual tax returns and retirement investment plans.


Oct 27, 2017
The roadmap to retirement planning can be filled with potholes, detours, missed exits and major accidents.


May 25, 2017
When it comes to understanding how health affects wealth, Americans aren't always wise.Many ignore the impact health-care costs will have on their nest egg as they age.


May 4, 2017
People imagine retirement as a time to relax at the beach or get in a few extra sets of tennis, but too many retirees instead lie awake in bed, tossing and turning as they worry about how they'll meet their monthly expenses.

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