Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful.
Good employee health can be great for the company’s bottom line.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
There are benefits and limitations when you decide to donate stock.
Find out how large your emergency fund should be based on your monthly expenses.
See how much you may need to save now to cover future college costs for your child.
Compare two different scenarios side by side to see how they stack up over time.
Get a snapshot of your overall financial picture by calculating your total net worth.
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.
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
When markets shift, experienced investors stick to their strategy.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Bucket lists don’t have to be for tomorrow.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
OUR COMMITMENT: At L.R. Patent Financial Services,
OUR COMMITMENT: At L.R. Patent Financial Services,
