Our commitment is to help you work towards pursuing all your financial goals and to provide you with a more “worry free” retirement. At Patterson Financial Solutions, we have a commitment to excellence in everything we do. We focus on educating, preparing and positioning you for the inevitable financial events you will face . The real benefit, a strong relationship with an adviser who will provide clarity and confidence in your financial situation.
Helpful Content
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Emerging Market Opportunities
What are your options for investing in emerging markets?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.