Currently Browsing: Category

Investing & Planning

Do You Need A Million Dollars to Retire? – Insight Folios

Do you really need a million dollars in savings and investments to retire?

Read More

If You Want To Retire, You Need To Put Your Money To Work! – Insight Folios

Why are so many Americans afraid they will not be able to retire because they don’t know how to put their money to work.

Read More

How To Choose A CPA – Insight Folios

Several tips and tricks on how to choose the best CPA that’s right for you!

Read More

Paul Durso on WBTV: Saving for Retirement

Paul Durso shares a few tips on how to save for retirement without crippling your lifestyl

Read More

Featured in US News

A few weeks ago, I was interviewed by the US News about whether or not an income property could rescue your retirement. Below is a link to the article.

Read More

Paul Durso on WBTV: Back to School

Although you may feel like summer just started, it’s time to start preparing for all things fall – brisk weather, football and back to school.

Read More

Paul Durso on WBTV: Major Money Talks

While most fans are thinking about peanuts and crackerjacks, we should also be thinking about the errors we’re making with our money.

Read More

Paul Durso on WBTV: Father’s Day Savings Tips

KIDS- ELEMENTARY AGE TALK ABOUT MONEY With little kids, you should focus on talking about money and how you use it. Start with talking about what jobs are and how…

Read More

Paul Durso on WBTV: The Price of a Mother’s Love

Babies: Childcare Diapers are a big expense when you have a baby at home, but the cost doesn’t compare with childcare. It now costs more to send an infant to…

Read More

Paul Durso on WBTV: America Saves Week

Our wallets are feeling a tighter pinch this year! From health insurance to grocery bills, a number of things are costing us more in 2017. That’s why this week is…

Read More

We’d love to hear from you!

If you have financial questions or want to schedule an appointment, you’re in the right place.

Simplicitree Plan

Generate your free Retirement Report

Simplicitree® Quick Plan.