Insights

Mega backdoor Roth IRAs are complicated retirement savings strategies. But for the right person, they could offer a big tax advantage.

Like most Americans, you're probably preparing to file your tax return shortly. Before meeting with your CPA or financial partner, take a look at the income tax brackets for 2020.

GameStop made headlines this week as users on the social media platform Reddit invested heavily in the shorted stock. If you're considering making changes to your portfolio as a result, here's a reminder on diversification.

Fluctuations in the market can create both excitement and stress. But understanding how these emotions affect your decision making is critical to maintaining financial health.

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.

Capital gains taxes apply to more than stocks. And the amount you pay will depend on a variety of factors. Here's how capital gains taxes work and a few methods you can use for reducing them.

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.

Enneagram Types have gained popularity in recent years - but did you know they could clue you in to how you spend your money?

Congress has come to a much-anticipated agreement over stimulus package negotiations. With a new $600 billion act passed, what can Americans expect to see coming their way soon?

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

After months of extensions, most of the benefits included in the CARES Act are expiring at the end of the year. Learn how this affects you and what you can do to move forward with financial certainty.

For most, 2021 can't come soon enough. As you prepare to ring in the new year, don't forget to take some time to reassess your spending and saving strategies for the new year.

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.

The CARES Act was passed nearly eight months ago, but there's one benefit you may have overlooked. As you give to your favorite organizations this holiday season, keep this important change in mind.

A letter of intent is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here are some things that should be included in any letter of intent.

The holiday season isn't complete until you've watched your favorite Christmas movie. While you settle in with a cup of cocoa, think about how the aftermath of these favorite movie mishaps would play out in real life.

Growing older is a part of life, and while it's difficult to see your parents age, ensure that they have the protection they need by identifying and preventing these signs of elder abuse.

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

Whether you're looking to get out of town for a few days or visiting relatives for the holidays, traveling this time of year can be expensive and stressful - especially amidst COVID-19. Here are 7 ways to save money this holiday travel season.

2020 has been a year full of uncertainty, so it's more important than ever to lead your team through these turbulent times. Follow these 4 tips to be a more effective leader.