Insights

Here are six things you can do right away to make sure your goals are being met and your finances are in good shape before heading into the second half of 2021.

Do you like working together? If so, there may be someone in your life who could benefit from our help as well. Here's a quick guide to referring us to your loved ones.

Did you know people are Googling the word "Inflation" at a record-breaking rate? If the economic uncertainty of the past year has you scratching your head as well, here's what you need to know about inflation and your investments.

A donor-advised fund can help you maximize your charitable deductions for the year. But did you know it also comes with additional tax benefits? Read on to learn more.

Financial planning is a nuanced subject. At the end of the day, it comes down to values, time and money.

With Spring on the way, April brings us another reason to celebrate - it's Financial Literacy Month! Test your own financial knowledge by reviewing these 5 must-know money basics.

On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.

Despite universal disdain, budgeting is still seen as foundational in personal finance. Our team at Paradigm thinks there is a better way to budget… not budget at all.

If 2020 has taught us anything, it's that you should always be prepared for the unexpected. Now that this year is behind us, here are 8 ways that we should treat our money differently and plan for the future.

Today, we are going to transform everything you thought you knew about goal setting to bring more meaning, intention, and value to the process.

2020 has been a difficult year to say the least, but 2021 is rapidly approaching. Utilize these 7 financial moves to make the coming year less stressful.

How can financial life planning affect your personal and financial journey? Let’s find out.

Student loan debt for medical students in the US at graduation is $192,000, which is 5x more the $37,172.2 of average students. If you are an MD, then these 5 things should factor most when creating your financial plan.

Right now, you've got a lot on your plate. While things can seem overwhelming as we navigate COVID-19, these 9 tips can help you achieve a stronger work-life balance.

Your employee benefits are a significant part of your total compensation. Far too many people don't maximize them.

We’ve all experienced tumultuous ups and downs and had every piece of life altered. Let's focus on other surprising moments or hidden blessings that have come from this time.

As people grow to recognize scams, scammers grow more sophisticated. Here are 5 tell-tale signs that you may be dealing with a scam.

Stocks have been up — but unemployment has also risen. Why is that? Here, we break down the major differences between the stock market and the economy.

Credit bureaus collect data about how you manage your financial obligations. Here’s what you should know about the top bureaus and how they obtain your information.

Your well-being and financial health are always our top priority...especially during uncertain times. Here are some of the lessons we have found useful during this time.