Here are 4 great, and sometimes unexpected, places to raise a family.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This checklist can give you a quick snapshot of how prepared you are.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Bucket lists don’t have to be for tomorrow.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
OUR COMMITMENT: At L.R. Patent Financial Services,
OUR COMMITMENT: At L.R. Patent Financial Services,
