Richard W. Paul, CFP, RFC, Investment Adviser
Richard W. Paul is the president of Richard W. Paul & Associates, LLC, and the author of The Baby Boomers' Retirement Survival Guide: How to Navigate Through the Turbulent Times Ahead. He holds life and health insurance licenses in Michigan and Florida and is a Certified Financial Planner, Registered Financial Consultant, Investment Adviser Representative and insurance professional.
Phone: 248.305.9911
E-mail: rich@rwpaul.com
Website: www.rwpaul.com
Latest articles by Richard W. Paul, CFP, RFC, Investment Adviser
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Watch Out for a New Tax Bomb, Courtesy of the SECURE Actretirement Don't let the death of the "stretch IRA" diminish your legacy. Here are three strategies to consider to keep the inheritance you plan on passing down from blowing up.
By Richard W. Paul, CFP, RFC, Investment Adviser
retirement -
Pension Payments or Lump Sum? Take Your Time to Get It RightMaking Your Money Last The choice you make today will affect your retirement for years to come.
By Richard W. Paul, CFP, RFC, Investment Adviser
Making Your Money Last -
If You Hate Annuities, You May Not Understand Themretirement Three tips to help you avoid making an annuity mistake.
By Richard W. Paul, CFP, RFC, Investment Adviser
retirement -
7 Steps to Help Find the Right Financial ProfessionalFinancial Planning It’s up to investors to do a little detective work when considering who should advise them.
By Richard W. Paul, CFP, RFC, Investment Adviser
Financial Planning -
What Donald Trump’s Tax Plan Could Mean to Youtaxes Here are answers to five of your top tax questions, including the possible effect on your 401(k) and on capital gains.
By Richard W. Paul, CFP, RFC, Investment Adviser
taxes -
A Peek Behind the Mutual Fund Curtain Reveals Cons as Well as Prosinvesting From a cost and risk perspective, mutual funds have a lot going for them, but how well you do with your portfolio depends on how you deal with their weaknesses as well as their strengths.
By Richard W. Paul, CFP, RFC, Investment Adviser
investing -
The Challenge of Financing Health Care in Retirementretirement Invest in your health as you would in your 401(k): Do it automatically and stick with a plan.
By Richard W. Paul, CFP, RFC, Investment Adviser
retirement
