Tools, guides, and education to help you decide with confidence.
Everything below is free and built for real people making real decisions. Use what helps — and bring your questions to your next conversation with Paul.
Tax Calculator
Analyze your tax picture and spot opportunities to keep more of what you earn.
Open calculatorSocial Security Calculator
Forecast your benefits and explore when to claim for the best outcome.
Open calculator2026 Tax Guide
Brackets, limits, and key changes for 2026 — all in one place.
View guide2026 Social Security Guide
Benefit amounts, earnings limits, and claiming rules for 2026.
View guideRetirement Performance Score
10-minute assessment of your retirement readiness.
Financial Calculators
Run the numbers on retirement, taxes, savings, and more.
Tax-Smart Retirement Playbook
Practical strategies to lower your lifetime tax bill.
Educational Articles
Short reads on retirement, Social Security, taxes, and markets.
Video Library
Watch Paul explain key planning concepts in plain English.
Podcast & Media Appearances
Listen to Paul on financial education podcasts and local media.
Looking for something specific?
Paul is happy to send the right guide, video, or tool your way — just ask.
Ask Paul a question