HSA – A powerful tool in the Personal Financial Planning Process
Health Savings Accounts (HSAs) are a powerful, yet often underutilized tool, used to manage healthcare expenses and build long-term wealth as part of the personal financial planning process. Understanding how to effectively incorporate an HSA into your personal financial plan can provide significant tax advantages and help you save for future medical costs. A Health […]
Paraklete® Financial, Inc. Expands its Presence in Scottsdale, AZ, with a New Office
Scottsdale, AZ – May 28, 2024 – Paraklete® Financial, Inc., a distinguished financial advisory firm, is pleased to announce the opening of its newest office in Scottsdale, Arizona. This expansion underscores the firm’s commitment to providing exceptional financial services and personalized guidance to clients in the Scottsdale community and beyond. The Scottsdale office is led […]
Things You Need to Know about a Qualified Personal Residence Trust
Personal financial planning can be a complex process, especially when it comes to managing high-value assets such as a home. One effective tool for minimizing estate taxes and securing your property for future generations is the Qualified Personal Residence Trust (QPRT). What is a Qualified Personal Residence Trust? A QPRT is a type of irrevocable […]
Retirement and Snake Oil
Snake oil is an idiom used to describe deceptive marketing, or some type of scam. As authors and public speakers, we are often asked to opine on “saving for retirement.” To which we reply, retirement is just ‘snake oil.’ We have gone round-and-round with our publishers on our crusade to pull back the curtain on […]
Paraklete® Financial, Inc. Expands Operations to Nashville, TN.
Nashville, TN – April 24, 2024 – Paraklete® Financial, Inc., a distinguished financial advisory firm, is excited to announce the opening of its newest office in Nashville, Tennessee. This strategic expansion reflects the firm’s commitment to providing exceptional financial services and personalized guidance to clients in the Nashville area and surrounding communities. Heading the Nashville […]
