For homeowners who think their property taxes are too high, there are ways to appeal.
Healthy habits are one of the greatest gifts to give your child.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here’s a quick guide to checking to see if you have unclaimed money.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Imagine your ideal post-pandemic retirement with this animated video.
If you died, what would happen to your email archives, social profiles and online accounts?
Here’s a crash course on saving for college.
OUR COMMITMENT: At L.R. Patent Financial Services,
OUR COMMITMENT: At L.R. Patent Financial Services,
