Patrick Doyle Certified Financial Planner

09/02/2026

Why are they made again and again? This piece helps make sense of these errors in judgment.

Why are they made again and again? Making sense of these errors in judgment.

09/01/2026

Looking for life insurance with more flexibility? Universal life insurance combines permanent coverage with flexible premiums and cash-value accumulation. But is it the right fit for you?

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

08/31/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

08/28/2026

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees can enhance productivity, save time, and increase the success of their business endeavors.

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

08/27/2026

Understanding how markets are analyzed can help you become a more informed investor. This article explores three common approaches to stock market analysis and how each one looks at investment decisions from a different perspective.

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

08/26/2026

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

08/25/2026

How you withdraw money in retirement can be just as important as how you saved it. Learn why market timing, withdrawal strategies and the sequence of investment returns can make a significant difference in how long your retirement savings last.

Taking regular, periodic withdrawals during retirement can be quite problematic.

08/24/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

08/21/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

08/20/2026

Thinking about filing a home insurance claim? It might not always be the best move. While insurance is there to protect you, filing a claim — even for small issues— could raise your premiums. Know what to consider before you file.

Learn when it may not make sense to file a claim on your home insurance.