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Blog

Patrick Devaney | Sep 4, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than

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Patrick Devaney | Aug 20, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
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Patrick Devaney | Aug 2, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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Patrick Devaney | Jul 18, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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Patrick Devaney | Jul 1, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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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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