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Blog

Patrick Devaney | Apr 29, 2024

Why High Earners Need Life Insurance Too: Helping Your Family and Preserving Your Finances

Life Insurance
There are several ways high-net-worth individuals can benefit from life insurance.
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Older couple embracing on a boat overlooking a body of water
Patrick Devaney | Apr 18, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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Patrick Devaney | Apr 9, 2024

An Excellent First Quarter for Stocks

Client Letter
The first quarter is in the books, and it was an excellent one for stocks. The S&P 500 index rode a resilient U.S. economy, easing inflation, rising corporate
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Watercolor style picture of 5 carrots sprouting from the ground.
Patrick Devaney | Apr 2, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.

It can be the perfect time to refresh financial tasks and dust off your

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An older man relaxing and laying down in an inner tube on relaxing water.
Patrick Devaney | Mar 19, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Patrick Devaney | Mar 18, 2024

Elder Law or Estate Planning: Do You Know the Difference?

Elder Law
Estate Planning
Nearly 56 million American adults are 65 or older, and the demand for community living and estate planning services may increase over the next few decades.
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Patrick Devaney | Mar 18, 2024

Maximizing Wealth: 5 Ways a Financial Professional May Help Propel High Earners Towards High-Net-Worth Status

High-Net-Worth
The journey to prosperity involves more than just a high income. It requires strategic planning, wise investment decisions, and a keen understanding of your
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Patrick Devaney | Mar 18, 2024

Social Security Isn’t Enough: How Social Security Fits into a Well-Rounded Retirement Plan

Social Security
If you're nearing retirement age, you know the Social Security process and how much you will likely receive.
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Patrick Devaney | Mar 18, 2024

It’s Not Too Late to Become Financially Literate

Financial Literacy
No matter your age, when you understand how to manage your money and finances, you can make sound financial decisions and take the needed steps toward your
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Patrick Devaney | Mar 12, 2024

The Most Common Estate Planning Mistakes and How To Mitigate Them

Estate Planning
In the realm of estate planning, the ripple effects of our oversights often linger long after we're gone, impacting the lives of those we leave behind.
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Patrick Devaney | Mar 12, 2024

Why Your Credit Score Matters in Retirement

Retirement
Credit
Regardless of the stage of life, your credit score is an essential component of your financial health when you're in retirement.
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A brain surrounded by circles representing brain waves
Patrick Devaney | Feb 9, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. CRPC conferred by College for Financial Planning. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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