An overview of some fundamental steps when a loved one passes.
Learn about the latest sport to sweep the nation with this informative article.
What kind of auto insurance should you have? Do you know?
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Estimate the potential monthly income your IRA balance could generate in retirement.
Estimate your potential federal capital gains tax liability on the sale of an asset.
Estimate how much of your Social Security benefit may be subject to federal income tax.
Calculate the dividend yield of a holding and see what that means for income over time.
Compare different mortgage term lengths side by side to find the option that fits your budget.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Learn about cyber liability insurance in this entertaining video.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, cracking the code on bonds.
Learn about the difference between bulls and bears—markets, that is!
OUR COMMITMENT: At L.R. Patent Financial Services,
OUR COMMITMENT: At L.R. Patent Financial Services,
