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.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Even if you’re young and single, you should still consider protecting yourself.
Calculating your potential Social Security benefit is a three-step process.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
This calculator demonstrates the power of compound interest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
If you died, what would happen to your email archives, social profiles and online accounts?
How do the markets usually react to elections? Was the 2016 election any different?
How will you weather the ups and downs of the business cycle?
With alternative investments, it’s critical to sort through the complexity.