Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Learn about all the parts of Medicare with this informative and enjoyable article.
Second marriages are a trigger event to revisit any existing estate strategies.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
There are common mistakes you can avoid when saving for retirement.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A bucket plan can help you be better prepared for a comfortable retirement.
Peer-to-peer payment apps are one of the newest ways to send money.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here is a quick history of the Federal Reserve and an overview of what it does.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, cracking the code on bonds.
OUR COMMITMENT: At L.R. Patent Financial Services,
OUR COMMITMENT: At L.R. Patent Financial Services,
