Patrick Doyle Certified Financial Planner

10/26/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

10/23/2026

Healthcare in retirement can cost more than expected. Our article covers three often-overlooked expenses.

An article on three healthcare costs that often catch retirees off guard.

10/22/2026

A legacy is about more than what you leave behind — it’s also the values, experiences and impact you share along the way. Discover 4 steps to define, develop and live your legacy.

A four-step framework for building a personal legacy.

10/21/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase

10/20/2026

Estate Planning Awareness Week is here … when was the last time you reviewed your estate strategy? Life changes and tax law updates can be good reasons to revisit your plan. Learn when it may be time to review your estate strategy.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

10/19/2026

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

10/16/2026

Over age 50? You may be able to catch-up on retirement.

10/15/2026

Inflation seems to be in headlines more often than it isn’t these days, but sometimes the articles tell different stories, depending on which inflation index is used. Learn what the different inflation rates mean when it comes to your own finances.

Different inflation indexes may tell different stories. Here's what that could mean for you.

10/14/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

10/13/2026

For Gen X, getting closer to retirement brings some important financial decisions. Review these 6 financial mistakes to avoid as you plan for the years ahead.

Overly conservative investing, tax blind spots and delayed planning can undermine savings