How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
Do you understand these common mobile slang terms?
Compare two different scenarios side by side to see how they stack up over time.
See how long a lump sum of savings could last based on your withdrawal rate and return.
Estimate how much home may fit within your budget based on income and expenses.
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Compare your current student loan terms to a potential refinance to see if it makes sense.
Estimate the potential monthly income your IRA balance could generate in retirement.
Learn about what risk tolerance really means in this helpful and insightful video.
This short video illustrates the importance of understanding sequence of returns risk.
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Bucket lists don’t have to be for tomorrow.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
OUR COMMITMENT: At L.R. Patent Financial Services,
OUR COMMITMENT: At L.R. Patent Financial Services,
