Patrick Doyle Certified Financial Planner

10/09/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

10/08/2026

As we observe Long-Term Care Planning Month, it’s a great time to consider what to look for in an extended-care policy. Here are 8 questions to help you better understand the costs and benefits of coverage.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

10/06/2026

While Social Security Disability Insurance can help if you’re unable to work due to illness or injury, it only replaces a portion of your income. Learn how disability insurance could help provide addition financial protection.

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

10/05/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

10/02/2026

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

10/01/2026

October is Financial Planning Month. How does living longer change the way we should think about financial planning? Stanford Center on Longevity explores this question in a thought-provoking look at the future of financial planning.

Longer lifespans are fundamentally reshaping how people live, work and plan, exposing a growing mismatch between extended life courses and institutions designed for shorter lives. At the Stanford Center on Longevity’s convening, leaders across sectors explored how financial advice must evolve from...

09/30/2026

Your ideal retirement may differ from reality, but we can work together to better align the two.

09/29/2026

Mutual funds or ETFs — which may be the better fit for your portfolio? Both can offer diversification and access to a wide range of investments, but they differ in areas such as trading, fees, transparency, taxes and investment strategies. Compare the key differences.