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Blog

Patrick Devaney | Jun 27, 2024

The Complex Waters of Aging Parents’ Finances

Estate Planning
As professionals, managing our own finances can be a challenge. However, one area that we often overlook, yet is vitally important, is understanding and
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Digital art of a lawyer standing next to a large document and gavel.
Patrick Devaney | Jun 19, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Patrick Devaney | Jun 3, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

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Patrick Devaney | May 22, 2024

What Kinds of Insurance Should You Have as a Small Business Owner?

Insurance
While your specific insurance needs may vary widely depending on the nature of your business, there are several types of insurance that can benefit just about
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Patrick Devaney | May 22, 2024

5 Things to Consider When Downsizing for Retirement

Retirement Planning
After working hard and providing for your family for all of these years, you are likely counting down the days until retirement and beginning, as The Beach Boys
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Patrick Devaney | May 22, 2024

Annuities Unveiled: The Secret Weapon for Wealthy Investors

Retirement Planning
Annuities are investment strategies offered by insurance companies that provide a steady income stream in retirement. These financial vehicles may particularly
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Patrick Devaney | May 22, 2024

Don’t Get a D in Debt Management: Debt-Smart College Planning for Parents

Debt Management
College Savings
Here are a few suggestions to try and avoid the full weight of debt that often accompanies higher education.
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Image of a sailboat sailing on a lake, with cloudy weather above.
Patrick Devaney | May 20, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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Patrick Devaney | May 2, 2024

Navigating May’s Stock Market Outlook

Market Update
After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopefully those showers will bring some flowers
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Patrick Devaney | Apr 29, 2024

A Quick Guide to 529 Plans and College Savings: Dispelling Common Myths and Misconceptions

College 529
529 plans are a tool for those looking to save for college for their children, grandchildren, or any family member.
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Patrick Devaney | Apr 29, 2024

High Earner to Business Owner: Why Owning a Small Business Could Be Your Next Best Move

Small Business
For workers in the U.S., a six-figure income is enough to land you in the top 10 percent of wage earners.
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Patrick Devaney | Apr 29, 2024

Military Benefits for Former Service Members, Veterans, and Families

Military Benefits
Just because your military service is up doesn’t mean your benefits disappear. You spent many years of your life serving and protecting your country.
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