Jeremy Paul

President, Perigon Wealth Management. Holds JD,CFP,AIF, CDFA. Securities and advisory services offered through PKS, Member SIPC, a separate and unrelated co.

[Jeremy Paul @JP_Perigon]

I am honored to have been recognized by @Forbes and @shookresearch as a 2021 Best-In-State Top Advisor. Thank you to Forbes, our clients, and colleagues for this acknowledgement. https://t.co/oGbYMpQWho

[Jeremy Paul @JP_Perigon]

There is perhaps no annual letter more anticipated than the one Warren Buffett sends to his Berkshire Hathaway shareholders. Investors and business leaders scour the letter for hints about the economy and financial strategies. It al https://t.co/3zdzcP0P1R

[Jeremy Paul @JP_Perigon]

Here’s what the president-elect has said he might do with your taxes, student loans, Social Security and more. https://t.co/tHrSqRmCxN

[Jeremy Paul @JP_Perigon]

It’s almost certainly the most closely scrutinized scatter chart in financial markets. It’s also an important source of clues to dissent within the Fed’s policy making committee, even if it can be as cryptic as it is crucial. https://t.co/kK7ne93e9d

[Jeremy Paul @JP_Perigon]

Financial stress is a reality for many people, but when it goes unchecked, it can become an underlying cause of mental and physical health issues. For young adults, developing a healthy relationship with money and mastering personal https://t.co/1GlnV7h9FN

[Jeremy Paul @JP_Perigon]

Inflation and the labor market look normal, interest rates looked abnormal—until the Fed acted. https://t.co/wPWEwDQj1C

[Jeremy Paul @JP_Perigon]

investors must assess the reaction and the aftermath and decide whether this was an isolated selloff or the start of a broader downturn. https://t.co/t7mFj1FfXt

[Jeremy Paul @JP_Perigon]

The Federal Reserve could start guiding down rate expectations well before it pulls the trigger on actual cuts. https://t.co/Sq0HIhXst1

[Jeremy Paul @JP_Perigon]

Most schools don’t have a financial planning curriculum. The burden of teaching financial literacy is left to parents. Imparting the below money tips to children starting at a young age can drastically change the child’s relationshi https://t.co/1XgE3cEoz6

[Jeremy Paul @JP_Perigon]

Planning does not end after Tax Day. Explore four essential steps to ensure financial health after filing your returns. https://t.co/M6PGBwc6Bg

[Jeremy Paul @JP_Perigon]

Married couples can often chip in extra funds to a second retirement account—even when one of them isn’t working. https://t.co/RaVHzLQrhR

[Jeremy Paul @JP_Perigon]

With holiday deliveries still missing, anxious shoppers put on their detective hats. https://t.co/jXN9d3MpYS

[Jeremy Paul @JP_Perigon]

Among other things, take advantage of matching-donation opportunities and give directly to nonprofits. https://t.co/4GwceUjLdA

[Jeremy Paul @JP_Perigon]

A 5.4% bump in the standard deduction and a boost to 401(k) contribution limits are among the tweaks to account for inflation. https://t.co/VxAEyVqDt5

[Jeremy Paul @JP_Perigon]

Seventeen states and the District of Columbia have estate or inheritance taxes or both. The rules can change from year to year. https://t.co/xvjYLesT3k

[Jeremy Paul @JP_Perigon]

Many affluent families have their legacy plan in place. https://t.co/4DNMslTOef

[Jeremy Paul @JP_Perigon]

If Republicans and Democrats don’t reach a deal on government funding before Oct. 1, here is what it would mean for Americans. https://t.co/U700x7APt9

[Jeremy Paul @JP_Perigon]

Three reasons why the best things in life may be quite costly, although entirely worth it. https://t.co/rHHyw5UjUA

[Jeremy Paul @JP_Perigon]

A sudden influx of cash can offer a sense of relief for a young person. But for those grieving a loss or dealing with large sums of money for the first time, it can also feel overwhelming. https://t.co/Tav51FJLzV

[Jeremy Paul @JP_Perigon]

Selling your business is a significant milestone, signifying the end of one chapter and the beginning of another. As you embark on this new journey, here are some tips to approach it. https://t.co/HRLslf6S7k

[Jeremy Paul @JP_Perigon]

Starting in 2024, taxpayers with earnings in excess of $145,000, will have catch-up contributions designated as Roth contributions. https://t.co/nXc5oH7sYH