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.
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
How long does a $20 bill last?
Bonds may outperform stocks one year only to have stocks rebound the next.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Learn a little about worldwide currency in this fun infographic
Regardless of how you approach retirement, there are some things about it that might surprise you.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are a number of ways to withdraw money from a qualified retirement plan.
Making the most of surprises is a great reason to work with us.
What is your plan for health care during retirement?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Even low inflation rates can pose a threat to investment returns.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
If you died, what would happen to your email archives, social profiles and online accounts?
