Provided By David Patterson

Stories by this author

How will higher rates affect you?

Why see a financial advisor?

Benefits of fixed-income investments

Treasury bonds: Still safe for investors

Consider family meeting to discuss estate plans

How are your investments taxed?

How would you handle forced early retirement?

Avoid tapping into retirement savings early

Know the key benefits of Roth IRA

Can life insurance provide retirement income?

Still time to “max out” your IRA

Consider these yearend financial moves

Do your investments match your goals?

Turning 65? Know your Medicare options

Don’t leave your IRA to the IRS

Start moving toward retirement security

When should you sell investments?

529 plans offer benefits in all markets

How will you exit your business?

Smart ways to invest in bonds

Help get your teen started with a Roth IRA

Inflation can be ‘shocking’ in retirement

Take steps to prepare for a long retirement

Women retirees may need to adjust

Special needs trust could ease families’ stress

What should you expect from your investments?

Are your goals ‘must have’ or ‘nice to have’?

Are you protected from disability risk?

Some ‘did-you-knows’ about estate plans

Earth Day

Four ways to use cash wisely

Investment ideas for business owners

Financial tips for blended families

What goes into a retirement ‘paycheck’?

Do you have enough emergency savings?

401(k) door opens for small-business owners

Have you built an emergency fund?

Can you plan for an unplanned retirement?

Don’t let fear drive investment decisions

Could you cope with long-term care costs?