Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Don’t overlook the need for renter’s insurance if you rent your home.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Estimate total wedding costs and see how different choices affect your overall budget.
See how long your current savings might last if a disability interrupted your income.
Calculate your required minimum distribution amount based on your account balance and age.
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Estimate how much of your Social Security benefit may be subject to federal income tax.
Watch this fun video for tips on how to search for missing money.
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
When you retire, how will you treat your next chapter?
What does your home really cost?
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
OUR COMMITMENT: At L.R. Patent Financial Services,
OUR COMMITMENT: At L.R. Patent Financial Services,
