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Articles written by Lance Patton

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Four basic principles of financial literacy

It is widely recognized that financial literacy impacts a person's overall economic success. In...

 

Key retirement and tax numbers for 2022

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

 

Smoothing market ups and downs

After the wild ride of 2020, the U.S. stock market was relatively calm in 2021, but there was still...

 

HENRY

HENRY is a catchy acronym for "high earner, not rich yet." It describes a demographic made up of...

 

Annuity income: annuitization vs. lifetime withdrawal

During your working years, you’re accustomed to living on an income from your job. When you retire...

 

Should you speed up your retirement plans?

According to a March 2021 survey, an estimated 2.8 million Americans ages 55 and older decided to...

 

Year-end 2021 tax tips

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

 

Stock market risks in the spotlight

During March 2021, the widening availability of COVID-19 vaccinations, signs of improving economic c...

 

Don't let debt derail your retirement

Debt poses a growing threat to the financial security of many Americans - and not just college...

 

Tips for managing an inheritance

As the beneficiary of an inheritance, you are most likely to be faced with making many important...

 

International investing: opportunity overseas?

For the past decade, U.S. stocks have outperformed foreign stocks by a wide margin, due in large...

 

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...

 

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