Micheal D. Paul,
Financial Advisor
(303) 403-5653
Micheal D. Paul
They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, it's more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that will help protect your family's wealth, lifestyle and dreams for the future. Let's get started - there's no better time than now.
Calculators
You can review interesting calculators on my site.
Contact Us
Please feel free to contact us with any questions.
Videos
We have interesting videos for you to watch on my site.
Articles
A guide to your first tax season as a small business owner
Congrats! You’ve made it to your first tax season as a small business owner. But before you can celebrate this milestone, you have to be sure to file your taxes properly. While this can seem daunting, especially the first time around, we’ve put together a general guide to help you get started.
What you need to know about retirement plans as a small business owner
When you started your small business, maybe you didn’t imagine how big your staff would grow. Establishing financial benefits like retirement plans is a crucial way to attract and retain good employees. Here’s everything you need to know to get started.
How to protect your small business from a lawsuit
Lawsuits are a reality that many people face today. You can be sued for almost anything, so what steps can you take as a small-business owner to protect yourself—and ideally avoid a lawsuit before it even happens?
Preparing for retirement over the decades
What does it really mean to be ready for retirement? Whether retirement is decades away, or just around the corner, here are some general guidelines for how you should be thinking about retirement over the decades.
Simple ways for small businesses to provide financial wellness programs for their employees
Your strongest asset as a small-business owner is your employees. A financial wellness program can be an easy and scalable way to show your employees that you are there to support them in their lives at work and at home. Here are some ideas to help you get started.
10 Lesser-known tax tips for small business owners
The first time dealing with Uncle Sam as a small business owner can be intimidating. When you know what to look out for from day one, you can minimize your tax burden and keep more of your hard-earned cash in your business account.
4 ways to cut your tax bill in retirement
Retiring this year? One of the biggest changes you may face in retirement comes on your annual tax return—here’s how you can make sure you take advantage of these 4 tips for cutting your tax bill in retirement.
4 ways to help manage the shift to retirement
Imagine you’ve pulled into the company parking lot for the last time, attended your last strategy meeting, and eaten your last department lunch. You have finally retired, and you have got a whole new life ahead of you. Whether retirement is a few years away still, or right around the corner, it can be daunting to face your post-work life – it is a major life change after all.
Planning a legacy for your children
As a parent, you’ve made sure your kids have had a safe, secure foundation for growth throughout their lives. You’ve made it possible for them to become the people they are and realize their full potential. And, while finances aren’t the only piece of the puzzle, they are an important one. If you’ve thought about legacy planning at all, you may have considered it something you could put off for a while. It’s a task you might have intended to tackle after the endless rounds of meals, laundry, and carpooling have settled down.