Things to consider before retirement.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
This worksheet can help you estimate the costs of a four-year college program.
Help your clients with these practical steps to make the most of their six-figure income.
In this article, explore the benefits of the Federal Student Grant Program.
Estimate how much of your Social Security benefit may be subject to federal income tax.
Estimate how much home may fit within your budget based on income and expenses.
Compare different mortgage term lengths side by side to find the option that fits your budget.
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
See how your current savings rate and contributions may grow into retirement income.
Estimate total wedding costs and see how different choices affect your overall budget.
Pundits say a lot of things about the markets. Let's see if you can keep up.
When do you need a will? The answer is easy: Right Now.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The average retirement lasts for 18 years. What will you do with your days?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
OUR COMMITMENT: At L.R. Patent Financial Services,
OUR COMMITMENT: At L.R. Patent Financial Services,
