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.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Learn how to harness the power of compound interest for your investments.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The tax rules that govern donating art are complex and confusing. Take a closer look.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
There’s a link between debt and stress.
This worksheet can help you estimate the costs of a four-year college program.
Do you have an estate strategy? You should.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
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.
There are a few things to consider when buying or leasing your next vehicle.
The decision whether to buy or rent a home may have long-term implications.
You’ve made investments your whole life. Work with us to help make the most of them.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Do you know these three personal finance sayings?
Understanding the cycle of investing may help you avoid easy pitfalls.
