Protect your Wealth
Is your plan a High Risk for Low Rewards Plan? Learn how to protect your wealth from market crashes and increasing taxes. Are you frustrated by the current financial system?
What is a Child Asset Builder?
As a parent or grandparent, you can leave a generational legacy to your children and grandchildren by using the magic of compound interest.
Child Asset Builder
As a parent or grandparent, you can leave a generational legacy to your children and grandchildren by using the magic of compound interest.
Inflation: Retirement Incomes Face an Uphill Battle
Inflation can have a tremendous negative impact on your retirement.
What Is a Designated Roth Account?
Many 401(k) plans allow taxpayers to make Roth contributions as long as the plan has a designated Roth account. Your plan may also allow you to transfer amounts to the designated Roth account in the plan or borrow money.
Build a future for your Grandchild
Are you searching for ways to secure a good life for your child or grandchild? The best way is to make sure your affairs are in order then we can help plan for your child’s future expenses?
Best Tax Avoidance Strategies in 2021
It's important to keep in mind that working smarter is better than working harder. Learn to keep the money you earn - not just by decreasing your expenses, but also by reducing the amount of money you spend on taxes.
How to Diversify your Tax Risk
In order to know which type of retirement savings is better, you have to know what the future tax rate will be. Since we can't predict the future it is best to diversify your tax risk.
Butch Patrick
Retirement Planner
“I love showing people how they can have more money for retirement and not worry about market losses or running out of money after they retire.”