Experienced Wealth Management: Patrick Minskey MBA, CFP, AAMS

Experienced Wealth Management: Patrick Minskey MBA, CFP, AAMS Wealth Management Services No offers may be made or accepted from any resident of any other state.

Financial Service
• Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC finra.org sipc.org.
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
07/18/2026

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
07/16/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
07/13/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

There are ways to protect your business in the event of your death or the death of a partner.
07/11/2026

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

Your ideal retirement may differ from reality, but we can work together to better align the two.
07/09/2026

Your ideal retirement may differ from reality, but we can work together to better align the two.

How does your ideal retirement differ from reality, and what can we do to better align the two?

The sooner you begin investing, the longer your money can work for you.
07/06/2026

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

There’s no shortage of investment analysis for anyone interested. What’s important to understand?
07/04/2026

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
07/02/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
06/29/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally,...
06/27/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

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54913

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