Understanding how capital gains are taxed may help you refine your investment strategies.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Bonds may outperform stocks one year only to have stocks rebound the next.
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
See how increasing your 401(k) contributions today could affect your balance at retirement.
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Estimate your potential federal capital gains tax liability on the sale of an asset.
Compare your current student loan terms to a potential refinance to see if it makes sense.
Work backwards from your savings goal to find the rate of return you'd need to get there.
Learn about the difference between bulls and bears—markets, that is!
What is your plan for health care during retirement?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Making the most of surprises is a great reason to work with us.
Watch this fun video for tips on how to search for missing money.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
OUR COMMITMENT: At L.R. Patent Financial Services,
OUR COMMITMENT: At L.R. Patent Financial Services,
