Paradigm Wealth Partners

11/14/2025

05/31/2025

This week, I helped clients:

👧 Gift $5,000 to two grandkids (ages 6 and 2) for their future (house, college, wedding)

🛠️ Support a DIY investor who realized he wanted to spend less time managing spreadsheets and more time with his family and be the guide for his spouse if something happens.

🎸 Enjoy life while still being financial diligent, even after a trip to Vegas to see AC/DC, this client made sure their 2025 Roth IRA is maxed out

🧾 Map a retirement paycheck for a couple just 3 years out from retirement, we’re turning their nest egg into a structured, tax-smart income plan.

Real conversations. Real clarity. Real confidence.

05/13/2025

Financial headlines push fear, urgency, and short-term behavior. Our goal however is to guide and lead our great clients with calm.



As a financial advisor I come back to this Charlie Munger quote all the time:

💡“The big money is not in the buying and selling, but in the waiting.”

I think it perfectly captures the value that we offer our clients, which is patience, discipline, and a long-term approach.

It’s not about constant activity, rather it’s about consistent principles, and these principles are at the heart of every financial plan that we create.

If you could use the help of a financial advisor, we’re currently taking on great new clients and would love to see if we can help you.

Jonathan

04/22/2025

🏆 Honored to be named one of Forbes’ 2025 Best-In-State Wealth Advisors!

This recognition reflects the trust and support of our clients and the unwavering commitment of the Paradigm Wealth Partners team.

I am grateful for the opportunity to serve and make a positive impact in our community. Thank you to everyone who has been part of this journey!

https://www.forbes.com/lists/best-in-state-wealth-advisors/

04/14/2025

🏆 Honored to be named one of Forbes' 2025 Best-In-State Wealth Advisors!

This recognition reflects the trust and support of our clients and the unwavering commitment of the Paradigm Wealth Partners team.

I am grateful for the opportunity to serve and make a positive impact in our community.

The 2025 Forbes Best in State Wealth Advisors List features rankings of the top financial advisors across America. Find the best financial advisor in your state today.

03/04/2024

🤔 Do I need Long-Term Care Insurance? 🩺

While we all dream of a long, healthy retirement free of disease, pain, and illness, that is not the reality for the majority. Of those aged 65 and older, roughly 70% will need some kind of long-term care in their lifetime.

It's such an important decision that we help our clients think through. The answer involves looking at the pros, cons and alternatives. Check out our latest blog post for all the details:

https://paradigmwealthpartners.com/do-i-need-long-term-care-insurance/

While our lifespans continue to increase, there is a gap between lifespan and health span. Long-term care insurance may be a solution.

02/28/2024

We are thrilled to invite you to our upcoming webinar, "The Retirement Tax Bomb - The Silent Threat to Your Retirement Savings."

During this webinar, our team will cover a range of essential tax planning topics, including:

📌 Understanding if you are on track to reach your financial goals
📌 If you can improve your existing retirement financial plan
📌 Strategies to create a tax-free retirement

🎥 Register to Join the Webinar on March 8th at 11am EST
📅 To reserve your spot for this exclusive webinar, simply register here: https://us02web.zoom.us/webinar/register/WN_Ll_HD2EZSVCFydzK4iatcg #/registration

Hope to see you there!

02/07/2024

"The big money is not in the buying and selling, but in the waiting," a quote by the late Charlie Munger of Berkshire Hathaway. Check out our latest video on YouTube to learn more about the power of investor patience.

https://www.youtube.com/watch?v=EljoVCbPHwk

"The big money is not in the buying and the selling, but in the waiting." A brief reminder from the late great Charlie Munger.I hope this helps and if you co...

02/01/2024

You've probably heard us talk about risks in retirement, but have you heard of sequence of returns risk? It is the risk of a market downturn happening in the last few years before you retire and/or during the first few years of your retirement. A down market in those critical years can have a negative impact on your retirement savings. Read 🤓 more about what you can do about it in our latest blog post ➡️

https://paradigmwealthpartners.com/what-is-sequence-of-returns-risk/

Paradigm Wealth Partners - Sequence of returns risk is the risk of a market downturn happening in the last few years before you retire and/or during the first few years of your retirement.

01/08/2024

Do you have life insurance? One of the things we address with many of our clients, especially those in their 30's and 40's, is making sure they have enough life insurance to make sure our client's and their families are protected.

Check out this video 🎥 to see different ways to estimate how much coverage is needed:

https://www.youtube.com/watch?v=YtDKs1pK838

I get this question often from clients in their late 30's and 40's in their prime earning years and starting to take their finances more seriously. In this v...

01/02/2024

By 2030, just six years from now, every Baby Boomer will be 65 or older—all 73 million of them. If you are reading this, you or a loved one will likely be eligible for social security benefits in the near future (if not already) so we are doing a review of the basics of social security today on the blog. Check it out ⬇️

https://paradigmwealthpartners.com/the-basics-of-social-security/

Paradigm Wealth Partners The Basics of Social Security Today on the blog we are doing a review of the basics of social security.