Sandy Patrick, CFP

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Consider Keeping Your Life Insurance When You Retire Reasons to retain your coverage into your retirement years.

Many have heard they should avoid probate; do you understand what probate is and how it works?

Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible.

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

The Value of Insuring Against Life’s Risks Building wealth requires protection from the forces of wealth destruction.

Tax-loss harvesting can be a simple way to offset gains and reduce your tax bill. Learn how this—and other strategies—can enhance your long-term returns.

Keep More, Grow More: 5 Tax-Efficient Investment Strategies Ready to optimize your portfolio and reduce your tax burden? Discover 5 tax-efficient investment strategies that could help.

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

What’s Your Investment IQ? You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability.

Are you ready for school—again?

Estimating the Cost of College This worksheet can help you estimate the costs of a four-year college program.

For a small business, the loss of a key person could cause financial hardship.

Protecting Your Business from the Loss of a Key Person Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Paying Off a Credit Card Enter various payment options and determine how long it may take to pay off a credit card.

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

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.

To help determine whether a charitable trust is a good-fit solution for you, consider your tax situation, giving goals, family situation, and overall financial picture.

A Quick Guide to Charitable Trusts Want to Know if a Charitable Trust is appropriate for you? Understand the philanthropic and tax implications.