Pattern Financial Group

A homewarranty may make sense, but you need to set proper expectations.

Making Sense Of A Home Warranty Understanding the value of a home warranty.

The end of the year is a great time to ensure your financial strategy is in order, so you can enter the new year with confidence.

5 financial items to complete before year end Year-end is a great time to ensure your financial strategy is in order, so you can enter the new year with confidence.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

A New Way to Look at Your Bucket List Bucket lists don’t have to be for tomorrow.

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

Saving for College This calculator can help you estimate how much you should be saving for college.

If you had guaranteed income, how would you spend your days? An annuity offers the opportunity to find out, and it is a flexible tool to establish future income.

Imagine your life with guaranteed income If you had guaranteed income, how would you spend your days? An annuity offers the opportunity to find out.

Spend any time here on social media and you’ve probably seen posts on “cash stuffing.” This short article explains the phenomenon. Don’t want to deal with envelopes of cash? We have lots of ways to help you save. Cash stuffing: Saving goes old school

Cash Stuffing Using old school savings method of saving cash in envelopes, called Cash Stuffing

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

Preparing for the Expected You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Do you know how to make a social impact with your investments? Read more now.

Are You Ready for Your Portfolio to Make a Difference? Learn about the rise of Impact Investing and how it may benefit you.

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

What Is My Current Cash Flow? Assess whether you are running “in the black” or “in the red” each month.

U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, with Korea and Japan excelling. European markets had mixed outcomes, with Germany and Spain leading. Economic signals were mixed: GDP contracted, job growth slowed, but durable goods orders surged while inflation trended lower.

Quarterly Market Insights | July 2025 What are you the best at being or becoming? Does your career or your personal financial position allow you to pursue what may be possible in life or settle for what you believe to be probable?  Since 1947, we’ve been helping to enable others, either personally or professionally, to discover a pa...

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.

Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes. Even though your income is likely to decline.

Tax-efficient retirement strategies Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes.