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Blog

A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Patrick Devaney | Aug 21, 2023

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Patrick Devaney | Aug 19, 2023

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Patrick Devaney | Aug 17, 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.
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Patrick Devaney | Aug 16, 2023

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Professionally dressed man and woman looking at a tablet
Patrick Devaney | Aug 15, 2023

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Two older businesspeople looking at a tablet screen
Patrick Devaney | Aug 14, 2023

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
Hands holding a small wrapped present
Patrick Devaney | Aug 12, 2023

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Two people having a picnic by a lake
Patrick Devaney | Aug 10, 2023

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Two women meeting in an office space.
Patrick Devaney | Aug 9, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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Parents holding their child's hands. The child is jumping
Patrick Devaney | Aug 8, 2023

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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Elderly woman doing yoga in a park
Patrick Devaney | Aug 7, 2023

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Two men sitting at a table and having a conversation
Patrick Devaney | Aug 5, 2023

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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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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