Patriot Wealth

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The Consumer Price Index, or , dipped to 8.3% in April, marking the first slowdown in eight months. Some experts say we’re past the peak of inflation, but with tells there are strategies you can put in place today to help guard against inflation, including Hedged Equities and Structured Notes.

Your Best Investment Options to Help Fight Inflation The Consumer Price Index, or , dipped to 8.3% in April, marking the first slowdown in eight months. Some experts say we’re past the peak of inflation, bu...

with explains to why he's recommending that investors stay disciplined (don't panic), and depending on your time horizon, consider looking for buying opportunities during this downturn.

No matter where you are in life...always revert back to your goal based financial plan. If you do not have a plan...now is the time.

Navigating a Market Sell Off April was a tough month for investors: the S&P 500 fell 8.8%, the declined nearly 5%, and the retreated more than 13%; May hasn't been much bett...

Is the 4% Rule Outdated?

Since the 90's, the 4% Rule has helped retirees ensure they don't run out of money in . But as with explains to , that rule doesn't fit today's financial landscape.

Instead, Austin suggests retirees adjust that withdrawal rate to somewhere between 2.8-3.3%. To ensure you don't outlive your nest egg, Patriot Wealth recommends monitoring your withdrawal rate at least once a year and adjusting it when necessary.

Is the 4% Rule Outdated? Since the 90's, the 4% Rule has helped retirees ensure they don't run out of money in . But as with explains to ...

is passionate about helping clients create the most tax efficient retirement. Since April is Financial Literacy Month, and are breaking down the differences between a Traditional and a Roth IRA and how to determine which retirement account is right for you.

Traditional vs. Roth IRA: Which is Right for You? is passionate about helping clients create the most tax efficient retirement. And since April is Financial Literacy Month, and ...

Step number one to Financial Literacy (and financial happiness) may be figuring out how much you're spending versus how much you're taking home. Creating a spending plan is central to building a sound financial future, which is why is including this topic as part of Financial Literacy Month.

In this video, joins Erin Kennedy to discuss how to create a spending plan, and how that plan will allow you to then determine which income sources will allow you to maintain your standard of living, now and in Retirement.

The Importance of Creating a Spending Plan Step number one to Financial Literacy (and financial happiness) may be figuring out how much you're spending versus how much you're taking home. Creating a s...