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.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
What does the Tax Reform and Jobs Act mean for you?
Even low inflation rates over an extended period of time can impact your finances in retirement.
If you find it hard to attain personal life goals, there’s an app for that!
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There’s an alarming difference between perception and reality for current and future retirees.
How will you weather the ups and downs of the business cycle?
If you died, what would happen to your email archives, social profiles and online accounts?
What does your home really cost?
Here are five facts about Social Security that might surprise you.
A special needs trust helps care for a special needs child when you’re gone.