An article explaining 530A Accounts.
Reasons to retain your coverage into your retirement years.
Explore the growing influence women wield over the economy with this handy infographic.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Time and market performance may subtly and slowly imbalance your portfolio.
Learn about the benefits and requirements of opening a Roth IRA for kids.
Estimate how much life insurance coverage may be appropriate for your situation.
Compare your current student loan terms to a potential refinance to see if it makes sense.
Compare two different scenarios side by side to see how they stack up over time.
See how inflation over time could affect the purchasing power of your retirement income.
Get a snapshot of your overall financial picture by calculating your total net worth.
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
$1 million in a diversified portfolio could help finance part of your retirement.
When should you take your Social Security benefit?
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
A bucket plan can help you be better prepared for a comfortable retirement.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
OUR COMMITMENT: At L.R. Patent Financial Services,
OUR COMMITMENT: At L.R. Patent Financial Services,
