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.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The federal government requires deceased individuals to file a final income tax return.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How long does a $20 bill last?
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
With alternative investments, it’s critical to sort through the complexity.
There’s an alarming difference between perception and reality for current and future retirees.
Are you ready for retirement? Here are five words you should consider.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here’s a crash course on saving for college.
