Paladin Advisor Group

09/02/2026

What a great evening at PGCPS Staff Fest!

On August 17, we loved getting the chance to step away from the usual meetings and webinars and spend time with PGCPS employees in a more relaxed setting.

One of our favorite parts of the evening was hearing the retirement questions employees brought to our Retirement Readiness Q&A. From “How much should I contribute to my 403(b)?” to “Will my retirement savings be enough?”, the conversations highlighted just how different retirement planning can look at each stage of a career.

We’re proud to support PGCPS employees with retirement education and planning resources, and we’re grateful to everyone who stopped by our table.

We shared some of our biggest takeaways from the event, along with resources available to PGCPS employees throughout the year.

Read the recap: https://www.paladinadvisorgroup.com/pgcps-staff-fest-2026-reflections-on-retirement-readiness

On August 17, our team had the opportunity to join PGCPS employees at the first annual Staff Fest at Chesapeake Baysox Stadium. 

08/30/2026

Mark your calendar. On Tuesday, September 15 at 6:00 PM ET, Paladin Advisor Group is hosting a free session called Women's Retirement Roadmap.

Toni Whaley walks through three parts of retirement planning: building your assets, managing the years those assets need to cover, and the financial realities that show up for women specifically, including career gaps, caregiving, and widowhood.

Free. Educational. Open to anyone interested.

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

08/26/2026

Your Maryland State Pension is one of the largest pieces of your compensation, and most public employees reach retirement age without a clear picture of how the benefit is actually calculated.

Paladin is an approved retirement plan vendor for PGCPS, HCPSS, WCPS, and CCPS. On Thursday, September 10 at 7:00 PM ET, Mike Whaley, CFP®️, is hosting a free educational webinar for employees in these four districts: "Maryland State Pension: What's in it for me?"

This is an educational session. No products are offered or sold.

Register: https://events.zoom.us/e/view/d6wrq3G4QgSrXc4BC44_fw

07/21/2026

Millions of Americans are considered credit invisible, meaning they don't have enough credit history to generate a score. Without an established credit profile, everyday financial goals like financing a vehicle or securing housing can become significantly more difficult. Swipe to learn more about what credit invisibility means and how it can be addressed.

If you have questions about your broader financial plan, our team is available to help you think through the decisions that matter today and the goals you're working toward.

📞 (443) 283-3482
🌐 www.PaladinAdvisorGroup.com

07/14/2026

Regular 401(k) plan benchmarking matters regardless of hiring conditions. It helps confirm your plan remains cost-effective, compliant, and aligned with both your workforce and your business goals. Swipe to learn more about what a benchmark review covers and why it's worth doing on a consistent schedule.

Interested in seeing how your plan compares to others in your industry? Reach out to schedule a review.

📞 (443) 283-3482
🌐 www.PaladinAdvisorGroup.com

07/07/2026

When evaluating bonds for your portfolio, one key question to ask is: How strong is the issuer’s ability to repay its debt? That’s where bond ratings come into play.

Swipe through for a breakdown of how bonds are rated and what those ratings mean for you.

If you would like to review your current bond holdings or discuss how fixed-income investments fit into your broader financial strategy, contact us today. Our team is here to help.

📞 (443) 283-3482
🌐 www.PaladinAdvisorGroup.com

07/04/2026

This July, we’re not just celebrating Independence Day — we’re also celebrating 250 years as a nation, a truly once-in-a-lifetime holiday. Our team wishes each of you a happy, safe, and memorable Fourth of July! 🇺🇸

Please note that our office is closed on Friday, July 3rd. We’ll be back on Monday, July 6th, ready to assist with any questions or needs.

📞 (443) 283-3482
🌐 www.PaladinAdvisorGroup.com

06/30/2026

Mid-year is a good time to review your financial strategy, especially if you’ve recently experienced a major life event. When income, family structure, taxes, or risk exposure change, your strategy should evolve too.

Here are a few life events that may signal it’s time for a review:
🔵 Career Changes or Income Shifts - Promotions, new roles, or job transitions can alter retirement strategy, benefits, and overall income stability.
🔵 Marriage or Partnership Changes - Combining finances with a spouse or long-term partner affects debt management, retirement strategy, and investing goals.
🔵 Divorce or Separation - Asset division, new housing costs, and changing household income may require adjustments to savings rates, investment risk levels, and long-term retirement timelines.
🔵 Birth or Adoption of a Child - Adding a dependent introduces new long-term expenses and planning considerations.
🔵 Inheritance or Windfall Events - Sudden liquidity can strengthen long-term planning if integrated thoughtfully.
🔵 Home Purchase or Relocation - Housing decisions influence overall liquidity and debt, and often require long-term planning to manage.

Life events often reshape financial reality faster than markets do. If you’d like to discuss how recent life changes may affect your strategy, feel free to reach out. We’re always here to help.

📞 (443) 283-3482
🌐 www.PaladinAdvisorGroup.com

06/23/2026

Life insurance riders allow you to customize your coverage beyond the base policy. One option worth understanding is the Return of Premium rider, which adds a layer of protection that may appeal to certain policyholders depending on their goals and budget.

Swipe for an overview of how it works, what it costs, and who it tends to be a good fit for.

If you have questions or want to review your current policy options, our team is available.

📞 (443) 283-3482
🌐 www.PaladinAdvisorGroup.com

06/21/2026

Happy Father's Day to all the dads, grandfathers, and father figures out there. We hope your day is filled with the people and moments that matter most.