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Blog

Image of a sailboat sailing on a lake, with cloudy weather above.
Patrick Devaney | May 20, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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Patrick Devaney | May 2, 2024

Navigating May’s Stock Market Outlook

Market Update
After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopefully those showers will bring some flowers
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Patrick Devaney | Apr 29, 2024

A Quick Guide to 529 Plans and College Savings: Dispelling Common Myths and Misconceptions

College 529
529 plans are a tool for those looking to save for college for their children, grandchildren, or any family member.
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Patrick Devaney | Apr 29, 2024

High Earner to Business Owner: Why Owning a Small Business Could Be Your Next Best Move

Small Business
For workers in the U.S., a six-figure income is enough to land you in the top 10 percent of wage earners.
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Patrick Devaney | Apr 29, 2024

Military Benefits for Former Service Members, Veterans, and Families

Military Benefits
Just because your military service is up doesn’t mean your benefits disappear. You spent many years of your life serving and protecting your country.
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Patrick Devaney | Apr 29, 2024

Why High Earners Need Life Insurance Too: Helping Your Family and Preserving Your Finances

Life Insurance
There are several ways high-net-worth individuals can benefit from life insurance.
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Older couple embracing on a boat overlooking a body of water
Patrick Devaney | Apr 18, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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Patrick Devaney | Apr 9, 2024

An Excellent First Quarter for Stocks

Client Letter
The first quarter is in the books, and it was an excellent one for stocks. The S&P 500 index rode a resilient U.S. economy, easing inflation, rising corporate
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Watercolor style picture of 5 carrots sprouting from the ground.
Patrick Devaney | Apr 2, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.

It can be the perfect time to refresh financial tasks and dust off your

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An older man relaxing and laying down in an inner tube on relaxing water.
Patrick Devaney | Mar 19, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Patrick Devaney | Mar 18, 2024

Elder Law or Estate Planning: Do You Know the Difference?

Elder Law
Estate Planning
Nearly 56 million American adults are 65 or older, and the demand for community living and estate planning services may increase over the next few decades.
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Patrick Devaney | Mar 18, 2024

Maximizing Wealth: 5 Ways a Financial Professional May Help Propel High Earners Towards High-Net-Worth Status

High-Net-Worth
The journey to prosperity involves more than just a high income. It requires strategic planning, wise investment decisions, and a keen understanding of your
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patrick.devaney@lpl.com

   

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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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