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.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
It's important to understand the pros and cons when considering a prepaid debit card.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Here are 5 reason why you may consider working through retirement.
However exciting retiring abroad may sound, it deserves considerable planning.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Taking your Social Security benefits at the right time may help maximize your benefit.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.