The earlier you start pursuing financial goals, the better your outcome may be.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Life insurance proceeds are generally tax-free. But not in all cases.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Do you have an estate strategy? You should.
This attention-grabbing infographic covers retirement topics you may not have considered.
Estimate potential long-term care costs and what coverage may help address them.
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Compare two different scenarios side by side to see how they stack up over time.
Calculate your required minimum distribution amount based on your account balance and age.
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Compare Roth and traditional 401(k) options to see which may work better for your situation.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Taking your Social Security benefits at the right time may help maximize your benefit.
It’s never a bad time to speak with your financial professional about changes in your situation.
Do you know how to set up your financial goals for success? This knight does.
$1 million in a diversified portfolio could help finance part of your retirement.
OUR COMMITMENT: At L.R. Patent Financial Services,
OUR COMMITMENT: At L.R. Patent Financial Services,
