An article explaining 530A Accounts.
Reasons to retain your coverage into your retirement years.
Explore the growing influence women wield over the economy with this handy infographic.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Time and market performance may subtly and slowly imbalance your portfolio.
Learn about the benefits and requirements of opening a Roth IRA for kids.
See how much you may need to save now to cover future college costs for your child.
See how long a lump sum of savings could last based on your withdrawal rate and return.
Track your monthly income and expenses to get a clearer view of your cash flow.
Compare your current student loan terms to a potential refinance to see if it makes sense.
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Agent Jane Bond is on the case, cracking the code on bonds.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A special needs trust helps care for a special needs child when you’re gone.
How does your ideal retirement differ from reality, and what can we do to better align the two?
It's easy to let investments accumulate like old receipts in a junk drawer.
Understanding the cycle of investing may help you avoid easy pitfalls.
OUR COMMITMENT: At L.R. Patent Financial Services,
OUR COMMITMENT: At L.R. Patent Financial Services,
