To choose a plan, it’s important to ask yourself four key questions.
A look at how variable rates of return impact investors over time.
The earlier you start pursuing financial goals, the better your outcome may be.
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Reasons to retain your coverage into your retirement years.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Here’s a quick guide to checking to see if you have unclaimed money.
There’s an alarming difference between perception and reality for current and future retirees.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Here’s a crash course on saving for college.
This video discusses issues related to your retirement accounts when you move on from your job.
Estate conservation is too important to put off. Do you have a smart exit strategy?
OUR COMMITMENT: At L.R. Patent Financial Services,
OUR COMMITMENT: At L.R. Patent Financial Services,
