My name is Craig Patterson, CLU, ChFC, CFP®
As a financial professional with over 30 years experience helping individuals and businesses build their financial futures, I am dedicated to serving Central Pennsylvania. Please check out my website to learn more about me and the products and professional services that I can provide to you.
Thank you for visiting my website. I look forward to hearing from you!
Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
Over time, finances can become complicated. Here are three ideas that might make them simpler and less stressful.
Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.
How much would your monthly lease payment be?
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This calculator can help you determine whether you should consider converting to a Roth IRA.