Richard W. Paul, CFP, RFC, Investment Adviser
President, Richard Paul and Associates, LLC
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
The 7 Mistakes That Investors Keep on Making
retirement
The 7 Mistakes That Investors Keep on Making
As you near retirement, you can’t afford to make any of these all-too-common investment blunders.
June 1, 2020
Watch Out for a New Tax Bomb, Courtesy of the SECURE Act
retirement
Watch Out for a New Tax Bomb, Courtesy of the SECURE Act
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 …
March 10, 2020
Pension Payments or Lump Sum? Take Your Time to Get It Right
Making Your Money Last
Pension Payments or Lump Sum? Take Your Time to Get It Right
The choice you make today will affect your retirement for years to come.
April 30, 2019
If You Hate Annuities, You May Not Understand Them
retirement
If You Hate Annuities, You May Not Understand Them
Three tips to help you avoid making an annuity mistake.
October 30, 2018
7 Steps to Help Find the Right Financial Professional
Financial Planning
7 Steps to Help Find the Right Financial Professional
It’s up to investors to do a little detective work when considering who should advise them.
August 17, 2017
What Donald Trump’s Tax Plan Could Mean to You
taxes
What Donald Trump’s Tax Plan Could Mean to You
Here are answers to five of your top tax questions, including the possible effect on your 401(k) and on capital gains.
June 14, 2017
A Peek Behind the Mutual Fund Curtain Reveals Cons as Well as Pros
investing
A Peek Behind the Mutual Fund Curtain Reveals Cons as Well as Pros
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 w…
February 28, 2017
The Challenge of Financing Health Care in Retirement
retirement
The Challenge of Financing Health Care in Retirement
Invest in your health as you would in your 401(k): Do it automatically and stick with a plan.
October 24, 2016