Paul Borges 10/17/24 Paul Borges 10/17/24

The Merits of Advice-Only Financial Planning: A Flexible, Ongoing Advisory Model to Help You Achieve Your Financial Goals

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Paul Borges 8/15/23 Paul Borges 8/15/23

Compound Interest: The Eighth Wonder of the World

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Paul Borges 8/13/23 Paul Borges 8/13/23

Maximizing Savings and Tax Benefits with a Health Savings Account (HSA)

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Paul Borges 5/8/23 Paul Borges 5/8/23

Backdoor Roth IRA Contributions: An Often Overlooked Opportunity for High Income Households

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Paul Borges 4/21/23 Paul Borges 4/21/23

Mind the Behavior Gap

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Paul Borges 4/4/23 Paul Borges 4/4/23

Complex Compensation Requires Financial Planning

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Paul Borges 1/26/23 Paul Borges 1/26/23

Recession, Recovery, or Both?

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Paul Borges 1/5/23 Paul Borges 1/5/23

SECURE 2.0 Act Enhancements Across the Retirement Continuum

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Paul Borges 11/21/22 Paul Borges 11/21/22

Is Tax-Loss Harvesting Right for Your Portfolio?

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Paul Borges 10/30/22 Paul Borges 10/30/22

The Tax Related Impact of Inflation

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Paul Borges 10/14/22 Paul Borges 10/14/22

Planning for Retirement When You Have Employer Equity Compensation

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Paul Borges 9/2/22 Paul Borges 9/2/22

Investing for After-Tax Returns

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Paul Borges 6/21/22 Paul Borges 6/21/22

Market Returns During Recessions From a Historical Perspective

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Paul Borges 6/1/21 Paul Borges 6/1/21

Financial Planning and the Value of a Financial Advisor

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