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Paragon Perspectives: Cybersecurity for Retirees

Paragon Perspectives: Healthcare Planning Before Medicare

Great Company, Bad Investment

Paragon Perspectives: Trump Account Strategy

Paragon Perspectives: Financial Planning for Business Owners

Paragon Perspectives: Top 5 Money Mistakes

Paragon Perspectives: Retirement Planning for Young Adults

Paragon Perspectives: Debt Snowball vs Debt Avalanche

Day in the Life with Charlie McNamara

Cash Management in a High-Interest Environment: Is Your Cash Working Hard Enough?

Paragon Perspectives: It’s Time for your Mid Year Check-In

The College Savings Questions Every Parent Asks

Paragon Perspectives: Why Regular Financial Reviews Matter

Paragon Perspectives: Financial Decisions After Divorce

Paragon Perspectives: Why Your Budget Feels Fine, Until Summer Starts

Paragon Perspectives: The Long Watch

Paragon Perspectives: Stop Doing This With Your 401k

Paragon Perspectives: Making The Most of AMT Credits

Paragon Perspectives: Storm in the Strait

Paragon Perspectives: 5 Financial Strategies Every Woman Over 40 Should Know

AI Disruption Market Update 2026

Paragon Perspectives: Major Changes to Parent PLUS Loans

Paragon Perspectives: Client Success Story Tax Savings

Paragon Perspectives: Can I Afford a Summer Vacation?

Paragon Perspectives: 5 Mistakes People In Their 50’s Make That Delay Retirement

Paragon Perspectives: The Long Watch

Paragon Perspectives: What a Raise Really Means

Paragon Perspectives: Group Health 101 What Every Business Owner Needs To Know

Paragon Perspectives: The Psychology of Wealth

Paragon Perspectives: The One Big Beautiful Bill Act

Paragon Perspectives: How To Protect Yourself From Scammers

Paragon Perspectives: More Than Just Returns

Paragon Perspectives: The Long Watch – Reading the Tea Leaves on Bonds, Volatility, & What Comes Next

Paragon Perspectives: Midyear Outlook 2025

Paragon Perspectives: How We Decide Which Stocks Go In Your Portfolio

The Long Watch – Navigating a Volatile 2025

Paragon Perspectives: Leasing a Car vs Buying

Paragon Perspectives: Things I Wish I Knew In My Twenties

Paragon Perspectives: The Long Watch – To Recession or Not

Paragon Perspectives: Relocating for Retirement

Paragon Perspectives: Who are you investing your Retirement Funds for – You or Your Kids?

Paragon Perspectives: A Calm Perspective in a Chaotic Week

Tariff Series Part 3

Tariff Series: Part 2

Volatility, Politics, and Staying the Course

Paragon Perspectives: Tariff Series Part 1

Paragon Perspectives: The Long Watch

Paragon Perspectives: Life and Disability Insurance Basics

Paragon Perspectives: Financial Smarts for Kids and Young Adults

Paragon Perspectives: Starting The Year With An Organized Budget

Paragon Perspectives: 2025 Market Outlook

Paragon Perspectives: Reviewing Your Investment Portfolio

Paragon Perspectives: Financial Resolutions for 2025 Your Guide to a Better Financial Future

Paragon Perspectives: Reflecting on Financial Goals For The Year

Paragon Perspectives: FSA/HSA Usage

Paragon Perspectives: December Insights 2024

Paragon Perspectives: Charitable Giving Strategies

Building Your Safety Net: Why an Emergency Fund Matters More Than Ever

Proactive Tax Planning: Tips That May Help Reduce Your Tax Bill Before Year-End

The Paragon Perspectives: The Hidden Risk of Being Too Invested in Your Own Company

The Paragon Perspectives: October Insights

Financial Planning Month Reminder: Review Your Beneficiary Designations

Gauging Your Risk Tolerance: Building a Portfolio for Financial Independence

The Paragon Perspectives: September Insights

Social Security Planning for Single Women

Our Favorite Spots in Doylestown, PA

Women & Wealth: 3 Strategies to Build Financial Stability

Phil Rosenau Named on the 2024 AdvisorHub “Advisors to Watch: 1000 Next Gen” List

Business Owners: Avoid These 4 Retirement Investment Pitfalls

Video Library

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Paragon Perspectives: Cybersecurity for Retirees
Paragon Perspectives: Healthcare Planning Before Medicare
Paragon Perspectives: When a Great Company Becomes a Bad Investment
Paragon Perspectives: Trump Account Strategy
Paragon Perspectives: Financial Planning for Business Owners
Paragon Perspectives: Top 5 Money Mistakes

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