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Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Providing Trusted Advice for Your Financial Future. Our #1 Priority Is You!

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Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Providing Trusted Advice for Your Financial Future. Our #1 Priority Is You!

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HOME | patadvisors.com Reviews

https://patadvisors.com

Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Providing Trusted Advice for Your Financial Future. Our #1 Priority Is You!

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patadvisors.com

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Team | Patriot Asset Advisors

http://www.patadvisors.com/team

At Patriot Asset Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. . Our team of financial professionals can help you address:. 160;Investing principles and strategies. Retirement investing and distribution strategies. Life Insurance - Individual & Group. 160;We also can answer your questions, including:. 160;Can I retire early? Are my investments working hard enough? What’s the best approach for college savings? Patriot As...

2

Our Services

http://www.patadvisors.com/p/our-services

Today’s economic and investment climate offers unprecedented opportunities. To take advantage of them, you need the flexibility and expertise of a team approach. 160;Educating you about financial concepts and products is an important part of our services, which is one of the many reasons why we provide you access to our website. Check the background of your financial professional on FINRA's BrokerCheck. A registered investment advisor. 7889 E Broad Street SW.

3

Tax Resources | Patriot Asset Advisors

http://www.patadvisors.com/tools/tax-resources

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Check the background of your financial professional on FINRA's BrokerCheck. A registered investment advisor. 7889 E Broad Street SW.

4

Should You Ever Retire? | Patriot Asset Advisors

http://www.patadvisors.com/resource-center/retirement/should-you-ever-retire

Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Social Security: Two Benefit Strategies Eliminated. Here are several important changes to Social Security that may impact how and when you can begin taking income benefits. Investment Strategies for Retirement.

5

Money | Patriot Asset Advisors

http://www.patadvisors.com/resource-center/money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead? Your Cash Flow Statement. US Personal Savings Rate.

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Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Providing Trusted Advice for Your Financial Future. Our #1 Priority Is You!

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