Taking regular, periodic withdrawals during retirement can be quite problematic.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
A good professional provides important guidance and insight through the years.
This article provides a checklist of steps to take if you experience a data breach.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
See how long your current savings might last if a disability interrupted your income.
Get a snapshot of your overall financial picture by calculating your total net worth.
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
See how inflation over time could affect the purchasing power of your retirement income.
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Bucket lists don’t have to be for tomorrow.
There are three things to consider before dipping into retirement savings to pay for college.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here are five facts about Social Security that might surprise you.
When do you need a will? The answer is easy: Right Now.
Investors seeking world investments can choose between global and international funds. What's the difference?
OUR COMMITMENT: At L.R. Patent Financial Services,
OUR COMMITMENT: At L.R. Patent Financial Services,
