"What are rental real estate passive activity losses and how do they affect me?" This requires a short jaunt into the cloudy world of "Passive activity losses."
Read MoreWhen our child was diagnosed with a developmental disability, the last thing on our minds was estate planning.
Read MoreThe Bipartisan Budget Bill 2015, signed into law by President Obama on Nov 2, has made some of the most sweeping reforms to Social Security in several years.
Read MoreAs someone who works with a team of people who helps quite a few surviving spouses deal with the financial aftermath of losing their significant other, here are our thoughts.
Read MoreFor many of us, we really don’t have any idea how our tax situation is going to turn out until we actually finish and file our tax returns.
Read MoreOnce a person reaches Full Retirement Age (FRA), which in his case was age 66, then they can turn off (technically “suspend”) their social security benefits.
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Every day, I hear the same commercial on the radio. It starts off with Is your retirement account likely to drop 60% during the next market crash?
Read MoreManaging Partner and Chief Investment Officer Jon Castle was recently interviewed by NewRetirement as part of their Expert Interview Program.
Read MoreOne of the benefits of a 20+ year career in this industry is that certain things become predictable over time.
Read MoreThe lack of full understanding may cause seniors to be too frugal with health care, and deny themselves reasonable care due to fear of costs.
Read MoreAre you retired but haven’t started drawing your pensions and Social Security benefits yet? If this sounds like you, then you may have very little taxable income.
Read MoreDid you know that in a recent Retirement Confidence survey by the Employee Benefit Research Institute, 47% of Americans report they retired earlier than expected?
Read MoreWill I be penalized for collecting Social Security early, or can I receive half of my husgand's amount for taking care of our special needs child?
Read MoreI have a pension from a former employer. I was told I have to be 55 to get it. Unfortunately, the company has frozen all pensions as a choice to save money.
Read MoreThe IRS treats your rental home like a business, and you should too. The rent you receive is income.
Read MoreThe McKay Scholarship Program is fairly simple for a child with special needs to qualify – the challenge is finding out what it is, how it works and what it can do.
Read MoreAttend The Retirement Continuum™ - A Comprehensive Retirement Class provided through the University of North Florida's LearnJax Program!
Read MoreAs we finish 2014 and begin 2015, we cannot help but feel that we have just finished a tough time in the markets. Join Paragon Wealth Strategies with a look back.
Read MoreThanks to everyone who attended our latest Client Information Seminar. If you weren't able to make it, read on for our notes or view the session video.
Read MoreTaking hardship withdrawals from your retirement plan. What are they, and how do you do it? Here's our answer.
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