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Chris Patterson
Patterson Financial
100 Executive Way, Ste 218
Ponte Vedra Beach, FL 32082
904-285-4489
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Jan 8, 2020
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Rules for Wealth: Retirement Cost-Cutting
At a New Year’s party I met a litigator who’s nearing retirement. I told him that my Forbes columns could save him $10,000 a year. On further reflection, I realized that my number was wrong. It was way too low. This fellow …
Forbes
How Working Past 65 Can Affect Your Social Security Benefits and Medicare Premiums
For a growing number of Americans, “retirement” simply means changing where or how you work. More than half of Americans age 40 and …
Money.com
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Focus on monthly tasks to hit 2020 goals
A year is built one day at a time. It's the busy Tuesdays when you never have a moment and the lazy Sundays when you can finally …
ABC News
library
library
Roth IRA Contribution Limits
A Roth IRA is a great retirement investment vehicle. Roth IRAs come with specific rules about who can use them and how to use them. But …
Investor Junkie
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Avoid taking early withdrawals on your 401(k)s and IRAs
Americans are having a tough time saving for retirement, with many taking early withdrawals on accounts such as their 401(k)s or IRAs …
SF GATE
5 Financial New Year's Resolutions You Can Actually Stick To
More than two thirds of Americans want to start 2020 on a better financial footing — but picking a smart money-related New Year's …
Money
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Adjusting To Retirement: The Value Of Maintaining Continuity
It should be easy — stop working and go play. But it's not. We live in a work-driven culture, and so work is in our DNA and retirement …
Forbes
Retirees Can't Afford to Underestimate Sequence of Return Risk
Sequence of return risk, in my opinion, may be the biggest risk retirees face. So, what is sequence of returns? It's the order in which …
Kiplinger
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Extra Expense Insurance
Extra expense insurance is a form of commercial insurance that pays for a policyholder's additional costs while recovering from a …
Investopedia
Tackling credit card debt from the holidays
The children are playing with their gifts, the new TV is up on the wall, and that puppy has a brand-new cashmere-lined bed …
ABC News
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These Are The 5 Worst Ways To Pay Off Student Loans
These are literally the 5 worst ways to pay off student loans. Here's what you need to know - and what to do about it.What's wrong with only …
Forbes
Cartoon
"You told me to look for sound invesments, so I bought and expensive stereo."
Copyright © Randy Glasbergen
Trivia
When in 2003 was the new $20 bill introduced?
See the answer below.
What New College Grads Made In 2019
With unemployment at record lows, you'd think college undergraduates landing jobs in 2019 would have had …
Forbes
What Year Was It?
Crazy Horse Fights Last Battle
What Year
Crazy Horse and his warriors - outnumbered, low on ammunition and forced to use outdated weapons to defend themselves - fight their final losing battle against the U.S. Cavalry in Montana.
The day was Jan 8. What year was it?
Quote of the Week
"It's how you deal with failure that determines how you achieve success."
David Feherty
Trivia Answer
When in 2003 was the new $20 bill introduced?
Answer: October 9th. The treasury revamps paper money every 7 to 10 years to ward off possible counterfeiters.
 
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Patterson Financial · 2 S. Roscoe Blvd. · Ponte Vedra Beach, FL 32082 · USA