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Richard Paul

Richard Paul

Jul 18, 2018
4 Ways to Reduce Retirement-Plan Risk
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
Don't Build a Luck-Based Retirement Plan
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
Top 10 Financial Planning Tips for Younger Investors
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
4 Ways Trump's Tax Plan Could Affect Your Retirement
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
4 Pre-Retirement Mistakes You Can't Afford to Make
The roadmap to retirement planning can be filled with potholes, detours, missed exits and major accidents.

May 25, 2017
Get Smart About How Your Health Can Affect Retirement Wealth
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
Retirees, Money Woes and the Quest for 'Sleep-Well-at-Night' Insurance
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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