Articles written by Lance Patton

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 By Lance Patton    Local News    March 30, 2024 

How much income does Social Security replace?

Social Security can play an important role in funding retirement, but it was never intended to be...

 

How savers and spenders can meet in the middle

Couples who have opposite philosophies regarding saving and spending often have trouble finding...

 

Can your personality influence your portfolio? New research points to yes

Academic researchers have been exploring how investors' personalities might affect their financial...

 

You've received an inheritance, now what?

If you've recently received an inheritance, you may be facing many important decisions. Receiving an...

 

REITs, rates and income

Real estate investment trusts (REITs) can offer a consistent income stream that is typically higher...

 

Year-end 2023 tax tips

Here are some things to consider as you weigh potential tax moves before the end of the year. Set...

 

Put your money where your values are

Financial worries are often cited as a major source of stress. For example, a 2021 study found that...

 

Four key objectives of a sound retirement plan

A sound retirement plan should be based on your particular circumstances. No one strategy is...

 

Coming in 2024: new 529 plan-to-Roth IRA rollover option

In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529...

 

Give your money a midyear checkup

If 2023 has been financially challenging, why not take a moment to reflect on the progress you've...

 

Municipal bonds: a tax-advantaged way to put capital to work

Municipal bonds are issued by public entities such as state and local governments, health systems,...

 

Diversifying with market caps

The U.S. stock market struggled in 2022, with the S&P 500 index ending the year down more 19.4%.1...

 

Fixed for life: what can an annuity do for you?

With stock and bond markets both faltering over the past year, it's easy to see why more...

 

Diversifying with market caps

The U.S. stock market struggled in 2022, with the S&P 500 index ending the year down more 19.4%.1...

 

Time for a spring cleanup: organizing your financial records

The arrival of spring is always a good time to dust off the cobwebs that have built up in your home...

 

Balancing stocks and bonds in one fund

Maintaining an appropriate balance of stocks and bonds is one of the most fundamental concepts in...

 

How life insurance could help mitigate taxes in retirement

Higher taxes could follow in the wake of soaring government spending on pandemic relief measures...

 

Three stretch IRA alternatives

The passage of the SECURE Act in 2019 effectively eliminated the stretch IRA, an estate planning...

 

Year-end 2022 tax tips

Here are some things to consider as you weigh potential tax moves before the end of the year. Set as...

 

Retirement savings in a volatile market

If you worry about your retirement investments during market downturns, you're not alone....

 

What's your retirement dream elevator pitch?

Imagine stepping into an elevator and realizing that you're about to spend the 30-second ride with...

 

Passive, active or both?

Index funds, which try to match the performance of a particular market index, have drawn increasing...

 

Diversifying your portfolio with international flair

Global economic growth is projected to drop from a 5.8% rate in 2021 to 3.3% in 2022, as the world...

 

A wealth of information: How to read a Mutual Fund Prospectus

With more than 7,400 mutual funds to consider in the United States alone, some investors may feel...

 

Baseball lessons that might help change up your finances

Baseball stadiums are filled with optimists. Fans start each new season with the hope that even if...

 

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