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.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Here are six flags that may make your tax return prime for an IRS audit.
Simple steps may help you foil hackers and protect your privacy.
How Medicare can address health care needs in your retirement strategy.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
When you’re married and have children, insurance needs will be different.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Earnings season can move markets. What is it and why is it important?
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Bucket lists don’t have to be for tomorrow.
The market is as unpredictable as the weather. We’d love to help you prepare.
How will you weather the ups and downs of the business cycle?
All about how missing the best market days (or the worst!) might affect your portfolio.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here’s a crash course on saving for college.
