Paul Backofen - Financial Advisor

09/02/2026

The thought of receiving an unexpected inheritance sounds positively life-changing. But it's important to take the time to absorb the impact of your newfound money. Don’t spend impulsively; decide how you’d like to spend it over time.

An inheritance can make a big difference in your financial life, but creating a plan to manage that money can be daunting. 

08/31/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

08/28/2026

It’s terrible to contemplate losing your business associate, but it’s a risk all business co-owners face, making it important to plan for. Transitioning a business after the passing of an associate can be difficult, but I can help guide you.

Three options to consider in preparation for transitioning a business after the passing of an associate. 

08/26/2026

Do you know the difference between a global mutual fund and an international mutual fund?

Investors seeking world investments can choose between global and international funds. What's the difference?

08/24/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

08/21/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

08/19/2026

Tips to help women become more confident in financial decision-making and set themselves up for a healthy financial future.

08/17/2026

Divorce can be a stressful time in your life, but taking steps to protect your financial future can help increase your happiness and set you up for a more confident next chapter.

If you are going through a divorce, here are some steps to take to help ensure that you’re properly protected by insurance. 

08/14/2026

If menopause and midlife is challenging you physically and mentally, it’s something you might have predicted. But did you anticipate its impact on your wallet and your financial future?

Five things women in midlife can do to help boost their financial confidence. 

08/12/2026

Gig work gives you more freedom, plus you’re your own boss, but it can also make you feel less financially secure. Here’s how to enjoy the benefits while also protecting your financial stability.

Tips to help you enjoy the freedoms that gig work provides while also helping protect your financial stability