Welcome to the Paulson Financial Services website where you’ll find a wealth of information.
Your visit will help you see the opportunities and potential rewards that are available when you take a proactive approach to your personal financial future.
I hope you will take advantage of this resource and visit often.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Bonds may outperform stocks one year only to have stocks rebound the next.
Do you have an estate strategy? You should.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Make your retirement as exciting as your next vacation.
Learn how to harness the power of compound interest for your investments.
Here’s a quick guide to checking to see if you have unclaimed money.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
