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PARAGON Perspectives | Comprehensive Wealth Management – For Your Generation and Beyond.

Comprehensive Wealth Management - For Your Generation and Beyond.

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PARAGON Perspectives | Comprehensive Wealth Management – For Your Generation and Beyond. | wealthguards1.wordpress.com Reviews

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Comprehensive Wealth Management - For Your Generation and Beyond.

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Special Needs Planning and the McKay Scholarship | PARAGON Perspectives

https://wealthguards1.wordpress.com/2013/12/08/special-needs-planning-and-the-mckay-scholarship

Comprehensive Wealth Management – For Your Generation and Beyond. About PARAGON WEALTH STRATEGIES. Special Needs Planning and the McKay Scholarship. Kristine d’Esterhazy, CFP. Financial resources for just that purpose? Ironically, it is probably one of the least understood, least publicized, and greatest planning tools for families with a special needs child. It is The McKay Scholarship Program. [1]. Does the name McKay sound familiar? Here are the two key features of McKay that everyone. Students in gra...

2

Can I take Hardship Withdrawals from my 401k? | PARAGON Perspectives

https://wealthguards1.wordpress.com/2013/09/10/can-i-take-hardship-withdrawals-from-my-401k

Comprehensive Wealth Management – For Your Generation and Beyond. About PARAGON WEALTH STRATEGIES. Can I take Hardship Withdrawals from my 401k? Jonathan N. Castle, MSFS, CFP. We recently had a question from a client about taking hardship withdrawals from his retirement plan. Essentially, the question was – what are they, and how do I do it? So, here is the answer we gave:. To buy a primary residence. To prevent foreclosure of eviction from your home. To pay college tuition for yourself or for a dependent.

3

401k Loan? | PARAGON Perspectives

https://wealthguards1.wordpress.com/2013/08/23/401k-loan

Comprehensive Wealth Management – For Your Generation and Beyond. About PARAGON WEALTH STRATEGIES. Jonathan N. Castle, MSFS, CFP. So what do to if you get in a cash crunch – you haven’t retired – and the majority of your assets are tied up in your 401(k)? And to top it off – taking a hardship withdrawal is a hassle… your plan administrator is giving you the run-around… and you are under the age of 60? That was the question that we recently got. Here was our answer:. Jon Castle, MSFS, CFP. Join 85 other f...

4

Market’s Long Overdue Correction Seems to Be Starting | PARAGON Perspectives

https://wealthguards1.wordpress.com/2013/04/08/markets-long-overdue-correction-seems-to-be-starting

Comprehensive Wealth Management – For Your Generation and Beyond. About PARAGON WEALTH STRATEGIES. Market’s Long Overdue Correction Seems to Be Starting. Jonathan N. Castle, CFP , ChFC. I thought I would take just a moment to let everyone know that we have been watching the market closely. It looks like the long upward sprint the market has taken over the last 4 months might be coming to a pause. S&P500 1 Year Chart. Http:/ www.WealthGuards.com. Certified Financial Planner Board of Standards Inc. own...

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PARAGON Perspectives | Comprehensive Wealth Management – For Your Generation and Beyond.

Comprehensive Wealth Management – For Your Generation and Beyond. About PARAGON WEALTH STRATEGIES. Special Needs Planning and the McKay Scholarship. Kristine d’Esterhazy, CFP. Financial resources for just that purpose? Ironically, it is probably one of the least understood, least publicized, and greatest planning tools for families with a special needs child. It is The McKay Scholarship Program. [1]. Does the name McKay sound familiar? Here are the two key features of McKay that everyone. Students in gra...

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