Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
For some, the social impact of investing is just as important as the return, perhaps more important.
A timeline covering a few of the major provisions of the SECURE Act 2.0.
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
See how your current savings rate and contributions may grow into retirement income.
See how long a lump sum of savings could last based on your withdrawal rate and return.
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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.
Track your monthly income and expenses to get a clearer view of your cash flow.
There are three things to consider before dipping into retirement savings to pay for college.
This short video helps explain why markets can be as unpredictable as the weather.
Agent Jane Bond is on the case, cracking the code on bonds.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A special needs trust helps care for a special needs child when you’re gone.
How will you weather the ups and downs of the business cycle?
OUR COMMITMENT: At L.R. Patent Financial Services,
OUR COMMITMENT: At L.R. Patent Financial Services,
