Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Keys to preparing to grow wealthy together.
Estimate how much you may earn over your working years based on your current income.
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Get a snapshot of your overall financial picture by calculating your total net worth.
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Track your monthly income and expenses to get a clearer view of your cash flow.
Estimate how much of your Social Security benefit may be subject to federal income tax.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A bucket plan can help you be better prepared for a comfortable retirement.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Bucket lists don’t have to be for tomorrow.
It’s never a bad time to speak with your financial professional about changes in your situation.
Here are five facts about Social Security that might surprise you.
OUR COMMITMENT: At L.R. Patent Financial Services,
OUR COMMITMENT: At L.R. Patent Financial Services,
