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Richard W. Paul, CFP, RFC, Investment Adviser

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
retirement

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
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7 Steps to Help Find the Right Financial Professional
retirement

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