Articles written by lance patton
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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...
How to recover from a mid-life financial crisis
A financial crisis can be scary at any age, but this is especially true when you're in your 40s or...
Quiz: Social Security survivor benefits
Did you know that Social Security may pay benefits to your eligible family members when you die,...
Settling an estate: Executors inherit important title
Being named as the executor of a family member's estate is generally an honor. It means that person...
Settling an estate: Executors inherit important title
Being named as the executor of a family member's estate is generally an honor. It means that person...
