A look at what you need to think about when buying a home.
Don’t overlook the need for renter’s insurance if you rent your home.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
The true cost of raising a child may be far more than you expect.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Term insurance is the simplest form of life insurance. Here's how it works.
Compare different mortgage term lengths side by side to find the option that fits your budget.
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Estimate your potential federal capital gains tax liability on the sale of an asset.
See how your current savings rate and contributions may grow into retirement income.
Estimate potential long-term care costs and what coverage may help address them.
See how increasing your 401(k) contributions today could affect your balance at retirement.
Learn about the importance of having an estate strategy in this helpful and informative video.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learn about cyber liability insurance in this entertaining video.
This video explores what to do with retirement accounts when you move on from your job.
Taking your Social Security benefits at the right time may help maximize your benefit.
When markets shift, experienced investors stick to their strategy.
OUR COMMITMENT: At L.R. Patent Financial Services,
OUR COMMITMENT: At L.R. Patent Financial Services,
