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Paulo Lopes, CFP®, JD, is an attorney-turned CERTIFIED FINANCIAL PLANNER® professional and founder of Woodmont Financial Partners. He provides hourly, flat-fee, unbiased advice-only planning with no commissions or AUM fees. His expertise includes income and Social Security timing, tax, investments, insurance, and estate planning. Reach Paulo at WoodmontFP.com.

Latest Posts By Paulo Lopes

11 months ago

Transfer on Death Deeds: Sometimes the Simplest Solution Isn’t So Simple

A close friend of mine recently lost his father. It was sudden and without warning. His dad was in his early 70s, still full of life, about to retire, and looking forward to future trips they would never get to take. It made me remember, people don’t always pass away in the order we expect…

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