An article explaining 530A Accounts.
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
A change in your mindset during retirement may drive changes to your portfolio.
Read this overview to learn how financial advisors are compensated.
This short, informative article teaches the basics of the FIRE movement.
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Compare your current student loan terms to a potential refinance to see if it makes sense.
See how long your current savings might last if a disability interrupted your income.
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Explore how compound interest can grow your money over time with this interactive tool.
How does your ideal retirement differ from reality, and what can we do to better align the two?
For women, retirement strategy is a long race. It’s helpful to know the route.
A special needs trust helps care for a special needs child when you’re gone.
What if instead of buying that vacation home, you invested the money?
Why are 401(k) plans, annuities, and IRAs so popular?
What are your options for investing in emerging markets?
OUR COMMITMENT: At L.R. Patent Financial Services,
OUR COMMITMENT: At L.R. Patent Financial Services,
