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Many people put off dealing with their tax information because it can feel overwhelming. Starting early, being organized, and staying

Returns in 2019 were strongly positive in all categories, providing most of the families that we serve with double-digit returns

Happy New Year to our extended Paracle family! As we enter the new year, we are grateful for the families

Reducing your tax bill is an important financial planning goal. Here are five evergreen strategies for shrinking the amount of

If you’re over 65, chances are you’re familiar with Medicare. Some 50 million people are enrolled in Medicare today. But

For most people, current income is the foundation of their financial plan. So it’s important to make sure your income

A 529 savings plan is a tax advantaged account used to pay college expenses. Deposits are typically invested in mutual

Microsoft provides generous company benefits which can help employees build wealth, manage risk and secure their future. It’s important to

If you’re planning to retire early, remember to include health insurance in your financial plan. Medicare eligibility begins at age

A few good research articles have been published recently to address the common question, “How does an advisor add value

Investment questions can be as diverse as the individuals who ask them, but one question that we hear consistently from

Insurance agents often recommend insuring at higher upper limits, while also choosing a higher deductible. That means you will pay

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