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News and Insights

Financial planning and industry insights directly from your Trusted Advisors. Here you'll find thoughtful articles that can help guide your personal financial decisions and spark conversation with family and friends. We'll also share Team Patriot's latest updates.

Money Tips for Newlyweds Thumbnail

Money Tips for Newlyweds

In a recent study, 35% of married couples described money issues as their primary source of stress. While there are many potential causes of such financial stress, in some cases it can be traced back to habits formed early in the marriage.

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Coping with Inheritance

Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered.

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The High Cost of Health Care Thumbnail

The High Cost of Health Care

You may know someone who has been forced to seek out the generosity of their own network in order to cover the costs of health care, medicine, or treatments. It may put you in mind of your own immediate or extended family and how you or they might deal with such a situation.

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The Financial Realities of Longevity Thumbnail

The Financial Realities of Longevity

Your financial future is up to you and no one else. You know that solid retirement strategy takes your time horizon, an often unpredictable factor, into consideration. Your thinking must include an awareness of how long you must save for and what sort of expenditures may be ahead.

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Fixed Indexed Annuities

Don’t let the investment jargon put you off, Fixed Index Annuities are simpler than they sound. A Fixed Index Annuity is a tax-favored accumulation product issued by an insurance company. However, unlike fixed deferred interest rate annuities, a Fixed Index Annuity’s annual growth is tied to a market index like the Standard & Poor’s 500 rather than an interest rate.

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