An article explaining 530A Accounts.
Read this overview to learn how financial advisors are compensated.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
What’s the deal with your yearly free credit report?
Estimate how much home may fit within your budget based on income and expenses.
Estimate potential long-term care costs and what coverage may help address them.
Compare different mortgage term lengths side by side to find the option that fits your budget.
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
See how much you may need to save now to cover future college costs for your child.
See how long your current savings might last if a disability interrupted your income.
Agent Jane Bond is on the case, cracking the code on bonds.
Do you have causes that you want to support with donations?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn about cyber liability insurance in this entertaining video.
OUR COMMITMENT: At L.R. Patent Financial Services,
OUR COMMITMENT: At L.R. Patent Financial Services,
