Skip to main content
menu
  • Home
  • About
    • About Us
    • Our Team
    • Our Process
    • Who We Serve
  • Our Services
    • Financial Planning
    • Retirement Planning
    • Investment Planning
    • Insurance Planning
    • Asset Management
  • Resources
    • Financial Calculators
    • Useful Links
    • Weekly Market Commentary
    • Latest News
  • Blog
  • Contact
  • Client Login

Blog

Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Patrick Devaney | Sep 6, 2023

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
Read More
Mother and daughter cooking and laughing
Patrick Devaney | Sep 5, 2023

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
Read More
Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Patrick Devaney | Sep 4, 2023

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
Read More
Group of young professionals in a meeting. They are in a casual office setting
Patrick Devaney | Sep 2, 2023

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
Read More
Woman in a suit holding a piece of paper. She is in an office setting.
Patrick Devaney | Aug 31, 2023

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
Read More
Grandmother and granddaughter knitting together
Patrick Devaney | Aug 30, 2023

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
Read More
An exit sign in a modern office building
Patrick Devaney | Aug 29, 2023

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
Read More
Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Patrick Devaney | Aug 28, 2023

Living the Dream How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
Read More
Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Patrick Devaney | Aug 26, 2023

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
Read More
Person writing a list in a notebook
Patrick Devaney | Aug 24, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
Read More
An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Patrick Devaney | Aug 23, 2023

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
Read More
A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Patrick Devaney | Aug 22, 2023

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Current page 8
  • Page 9
  • Page 10
  • Page 11
  • Page 12
  • Next page Next ›
  • Last page Last »

Office

1911 Commerce St.
Yorktown Heights NY 10598

Contact Info

+1 914-214-8875
patrick.devaney@lpl.com

   

Get in Touch

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.

LPL Financial Form CRS

© 2025 Patrick Devaney. All rights reserved.