"Someone is sitting in the shade today because someone planted a tree a long time ago."
I am the owner of Paladin Wealth Management, LLC, I have been in the financial industry over 20 years helping clients work towards their financial goals. Having LPL Financial as my broker/dealer, allows me to choose the most appropriate investment options without the pressure of anyone telling me I have to make a certain quota on any investment.
The SECURE Act changed the landscape of investing. Most of the provisions took effect in 2020, leaving many unsure of how their retirement and investing strategies were affected.
Weekly stock market and economic update.
More than 67 million Americans (22% of the U.S. population) receive some form of Social Security.1 The public insurance has been laying the foundation for economic security for Americans for more than 80 years, providing help to retirees and others.
Women investors face many challenges to building wealth and securing their financial futures. We developed this resource as a guidebook for women who are seeking perspectives on how to take control of their financial lives.
Social Security: The Elephant in the Room
Inflation and Your Portfolio
Saving for College 101
Insurance Needs Assessment: Married With Children