Paraclete Blog
Explore an array of resources crafted to support and strengthen your financial journey.
Strengthening Leadership to Support Continued Growth and Advisor Development Paraclete Wealth Partners is pleased to share a leadership announcement as we continue to expand our team and strengthen our organizational
Many financial professionals continue to recommend Roth conversions as a one-size-fits-all strategy—convert aggressively now, pay taxes today, and enjoy tax-free income later. However, David McKnight’s The Guru Gap
Market volatility can be unsettling at any stage of life, but it’s especially concerning for those nearing or already in retirement. Traditional advice often leans heavily on staying the course
In today’s uncertain tax landscape, many retirement savers rely on advice that worked decades ago—but may no longer apply. While traditional approaches encourage consistent saving in tax-deferred accounts like 401(k)s
For decades, the Four Percent Rule has been a go-to guideline for retirees: withdraw 4% of your portfolio annually, adjust for inflation, and your money should last 30 years. However,
When most people think about retirement planning, they focus on saving diligently, managing investments, and selecting the right time to retire. However, according to retirement strategist and author David McKnight,
Conventional wisdom often feels comforting. If the most well-known financial personalities are suggesting strategies such as delaying taxes, loading up your 401(k), and relying on long-term market returns,
When it comes to planning for retirement in a potentially rising-tax environment, many Americans are looking beyond traditional tax-deferred accounts. Life Insurance Retirement Plans (LIRPs) have emerged as one strategy
Life Insurance Retirement Plans (LIRPs) have gained traction among those looking for creative ways to approach retirement income. Combining life insurance protection with the potential for tax-deferred growth and tax-free
We’re big believers in the power of financial education—and in helping our clients take smart steps toward a 0% tax rate in retirement. That’s why we’re sharing this excerpt from
If you read our last article, you know that we shared an excerpt from industry expert David’s McKnight’s powerful book, Tax-Free Income for Life. In it, David detailed the first
At Paraclete Wealth Partners, we believe our commitment to educating our clients sets us apart. The content below adresses your potential retirement tax burden, and it is partially excerpted from