Many Americans are operating their personal finances with only the barest minimum of knowledge.
How to help determine life insurance needs to provide for your family after you pass away.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Compare annuity options to see how each one could affect your long-term income outlook.
See how inflation over time could affect the purchasing power of your retirement income.
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Estimate how much life insurance coverage may be appropriate for your situation.
$1 million in a diversified portfolio could help finance part of your retirement.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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?
Here are five facts about Social Security that might surprise you.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
OUR COMMITMENT: At L.R. Patent Financial Services,
OUR COMMITMENT: At L.R. Patent Financial Services,
