Posts by Paladin Retirement Advisors

Holiday Shopping

It’s that time of year again. It kicks off on Black Friday, next is  Cyber Monday and after that everyone is off and running, sometimes with credit cards in hand. There are some great bargains to be had no doubt. Do you factor in this time of year in your budget? Do you set aside…

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Funds and Fees

Nobody likes to be blindsided period, but certainly not when it comes to your money and finances.  If you have investments and look at your statements when you receive them, you may believe you have a pretty good handle on the fees you are paying. Now ask yourself, do you really? Can you answer that…

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From The Outside In

Other than balancing a checkbook and paying bills I have had very little experience in finance. I know I have great credit, I understand about loan rates, I know what a 401K is and why I should have one (which I do) but the rest was unfamiliar. I think I did what most people do,…

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Assessing your Mortgage Situation in Retirement

When it comes to retirement preparation, a common benchmark goal is having one’s mortgage paid off. This typically removes a large, ongoing payment from the budget and can reduce retirement expenses substantially. Some people even schedule their retirement just after their final payment date. Here’s an even better idea: Schedule your retirement date six months…

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Taxes and Benefits

Whenever a presidential election comes around, Americans can expect to hear more about the campaign trail and less about upcoming bills and legislations. There is no exception with the 2020 election looming on the horizon. As of July 1st, the largely Democratic House of Representatives had passed 169 bills in 2019, while the Republican-majority Senate had…

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Work shorter, not harder.

There are certain topics that are taboo in everyday conversation. Religion, politics, and of course, money. It’s uncomfortable to discuss finances with friends and family, and it’s an even worse topic to confront when tragedy strikes, such as a family death. No one wants to think about what would happen if a parent dies or…

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Living In The Modern Era

Living in the modern era, we are fortunate enough to experience the rise of many advancements. New forms of technology, medicine, and science give many people hope for the future. However, the average American might not feel so hopeful when it comes to finances. When a group of American adults were recently surveyed, the Federal…

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Financial Advisor

There are certain topics that are taboo in everyday conversation. Religion, politics, and of course, money. It’s uncomfortable to discuss finances with friends and family, and it’s an even worse topic to confront when tragedy strikes, such as a family death. No one wants to think about what would happen if a parent dies or…

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Stock Market & Economy: What’s Ahead In 2019

Financial Advisor New Hope

Since 2008, stocks have rewarded investors with solid returns. Can equity investors count on a repeat of recent history? Well, precise predictions about the market are notoriously difficult to distinguish from luck, and very easy to justify in retrospect. Risk Factors This bull market started in 2009 and although it is an adage that “bull…

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