Paladin Advisor Group

10/25/2026

Think Maryland's wealth tax debate only concerns billionaires? Think again.

Changes to state tax policy can reach further than the people they are designed to target, especially for high-income households and business owners.

Our latest article looks at Maryland's wealth tax debate, who could be affected, and why it's worth paying attention to potential changes.

Read the full article to understand what could be ahead.

https://www.paladinadvisorgroup.com/maryland-s-wealth-tax-debate-extends-beyond-billionaires

Maryland's proposed billionaire wealth tax has raised new estate planning questions. See how the state's $5M exemption and 10% inheritance tax could affect you.

10/21/2026

When markets get unpredictable, it's tempting to change your investment strategy. But a better first step may be to review the plan you already have.

Is your portfolio diversified? Does your level of risk fit your timeline? Could a market downturn affect your retirement plans?

We share 5 ways to build a more resilient growth portfolio in our latest article.

Read the article to see what may be worth reviewing in your own financial plan.

https://www.paladinadvisorgroup.com/5-ways-to-build-a-resilient-growth-portfolio-for-an-uncertain-economy

Discover five practical ways to build a resilient growth portfolio that can withstand market volatility and economic uncertainty over time.

10/20/2026

October may bring Halloween scares, but retirement taxes shouldn't have to be one of them. 🎃

Year-end is a useful time to review retirement withdrawals, Roth conversions, charitable giving, and other decisions that could affect your taxes.

Our Smart Retirement Tax webinar will cover key considerations to help you prepare for the end of the year.

Join us! Register here:
https://events.zoom.us/ev/Apfy-vMz3XvBLTMlqwjJdBP04Z9Bg7GXJy7EF2sYfYOxwlb3XX5h~ApIavGVlKQ56Z_Crs6uvdY_3Z-E87LqztkfcYFH23GKqtYnFR0I3Bqen4g

10/19/2026

Women’s Retirement Roadmap is tomorrow.

Are you confident about how your retirement income will come together?

Tomorrow’s webinar will cover important considerations around savings, Social Security, retirement income, and planning for the years ahead.

Whether retirement is years away or right around the corner, there’s value in taking time to review your roadmap.

Register today and join us tomorrow.

https://events.zoom.us/ev/Amd6vnPPsN53dAb5zM4CW0GxTuTFAfL55tAyCQHLQp13Gjf0h_Oz~AoFtJtVEuIYDmuSApvKeq28LVrxZfvdcdHbarWVSXH_gXxCaOkk2w99DJA

10/17/2026

Three days until Women’s Retirement Roadmap.

Retirement decisions often become more complex as you get closer to leaving the workforce. Income needs, Social Security, savings, taxes, and longevity all deserve a place in the conversation.

This webinar is an opportunity to step back, look at the bigger picture, and consider what your retirement roadmap should include.

Register now and join us this week.

https://events.zoom.us/ev/Amd6vnPPsN53dAb5zM4CW0GxTuTFAfL55tAyCQHLQp13Gjf0h_Oz~AoFtJtVEuIYDmuSApvKeq28LVrxZfvdcdHbarWVSXH_gXxCaOkk2w99DJA

10/16/2026

Inheriting a retirement account can come with more questions than answers.

What can you withdraw? Will you owe taxes? Are there deadlines to know about?

The answers depend on the type of account and your circumstances. Our latest article explains key things to understand about inherited IRAs, 401(k)s, and HSAs.

Read the guide before making decisions about an inherited account.

https://www.paladinadvisorgroup.com/inherited-accounts-explained-ira-401k-hsa

Inherited IRAs, Roth accounts, brokerage accounts, HSAs, life insurance, and annuities each carry different tax rules and deadlines beneficiaries should review.

10/14/2026

Your financial future deserves your attention, and you deserve the confidence to shape it. 💚

RAI$E HER is a free women’s financial education program created to help women better understand their finances and make informed decisions at every stage of life.

Through our educational webinars, you can learn about:
✔️ Retirement savings and investment options
✔️ Where to begin with your financial planning
✔️ How to identify your next steps
✔️ Strategies to help you prepare for the future

Our goal is to provide a welcoming space where women can learn, ask questions, and build financial confidence without sales pressure or obligations.

When we empower women, we RAI$E everyone.

Join us for the next session! Register through the link in our bio.

10/13/2026

A retirement plan should reflect your life, not just a savings balance.

For women, retirement planning can involve unique considerations around longevity, income, Social Security, caregiving, and financial independence.

Our Women’s Retirement Roadmap is designed to help you think through the pieces and how they fit together.

Register for the upcoming session and start building your roadmap.

https://events.zoom.us/ev/Amd6vnPPsN53dAb5zM4CW0GxTuTFAfL55tAyCQHLQp13Gjf0h_Oz~AoFtJtVEuIYDmuSApvKeq28LVrxZfvdcdHbarWVSXH_gXxCaOkk2w99DJA

09/26/2026

Your first year of teaching is about a lot more than retirement.

But there’s one reason it can be smart to think about it now: time is one of your biggest advantages when saving for the future.

If you’re a new HCPSS teacher, you may have questions about your 403(b), how much to put away each paycheck and how your retirement savings will work with your pension.

You don’t need to figure it all out at once.

We created a straightforward guide to help new HCPSS teachers understand where to begin and make a plan that fits their current budget.

Take a look: https://www.paladinadvisorgroup.com/hcpss-new-teacher-retirement-how-to-start-your-403b-and-how-much-to-save-per-paycheck

New to Howard County Public Schools? Learn how your MSRPS pension and 403(b) plan work together, and how much new HCPSS teachers may want to save each paycheck.

09/24/2026

What if leaving a legacy meant more than passing down assets?

For families who have spent decades building wealth, one of the most important things they can pass on is the knowledge to manage it responsibly.

That can mean teaching children and grandchildren about saving, investing, giving, spending and making thoughtful financial decisions long before they inherit anything.

Because a well-designed estate plan can transfer wealth. It can’t prepare someone to steward it.

Our latest article explores how families can start those conversations and help the next generation become responsible stewards of family wealth.

Read the full article: https://www.paladinadvisorgroup.com/teaching-heirs-to-steward-family-wealth

Preparing heirs to steward family wealth takes more than estate documents alone. See how families build strong financial literacy into wealth transfer planning.