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Articles written by Lance Patton

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 By Lance Patton    Local News    June 19, 2021 

Decisions, decisions: Weighing the pros and cons of an IRA rollover

If you lose a job, switch employers or step into retirement, you might consider rolling your retirem...

 

Home-sweet-home equity

Buying a home is a long-term commitment, so it's not surprising that older Americans are much more...

 

How well do you understand retirement plan rules?

Qualified retirement plans, such as IRAs and 401(k)s, have many rules, and some of them can be...

 

Sharing your money values can be part of your legacy

When it's time to prepare the next generation for a financial legacy, you might want to bring your...

 

Watch out for these financial pitfalls in the new year

As people move through different stages of life, there are new financial opportunities and...

 

Key retirement and tax numbers for 2021

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect...

 

Sequence risk: preparing to retire in a down market

"You can't time the market" is an old maxim, but you also might say, "You can't always time...

 

5 tips to regain your retirement savings focus in 2021

In early 2020, 61 percent of U.S. workers surveyed said that retirement planning makes them feel...

 

Turbulent Times: Bear Markets come and go

The longest bull market in history lasted almost 11 years before Coronavirus fears and the...

 

Is it time to think about tax-free income?

Federal and state governments have spent extraordinary sums in response to the economic toll...

 

Debit or credit? Pick a card

Americans use debit cards more often than credit cards, but they tend to use credit cards for...

 

Portfolio performance: Choose your benchmarks wisely

Dramatic market turbulence has been common in 2020, and you can't help but hear about the frequent...

 

Investor psychology: behavioral biases that can lead to costly mistakes

The field of behavioral finance focuses on the emotional and cognitive aspects of investing. In...

 

Four questions on the Roth five-year rule

The Roth "five-year rule" typically refers to when you can take tax-free distributions of earnings...

 

5 key benefits of the CARES Act for individuals, businesses

By now you know that Congress has passed a $2 trillion relief bill to help keep individuals and...

 

Keeping cool: Investment strategy vs. reaction

After losing ground in 2018, U.S. stocks had a banner year in 2019, with the S&P 500 gaining almost...

 

Qualified charitable distributions: using your IRA to give from the heart

The Tax Cuts and Jobs Act roughly doubled the standard deduction ($12,200 for single filers and...

 

Tips for targeting your Retirement Savings Goal

What if you're saving as much as you can, but still feel that your retirement savings goal is out...

 

Hindsight is 2020: What will you do differently this year?

According to a recent survey, 76 percent of Americans reported having at least one financial...

 

Mutual Funds: Wading into the passive verses active debate

It's fairly difficult - even for professional investors - to consistently "beat the market." This...

 

What's the real return on your investments?

As an investor, you probably pay attention to nominal return, which is the percentage increase or de...

 

Five retirement lessons from today's retirees

Each year for its Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI)...

 

Time for a mid-year investment check

Many investors may be inclined to review their portfolios only when markets hit a rough patch, but...

 

Is it time to declare your financial independence?

No matter how much money you have or which life stage you're in, becoming financially independent st...

 

Business owners: What's your plan for retirement?

If you're a small-business owner, you probably pour your heart, soul and nearly all your money into...

 

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