Women's Financial Forum

Women's Financial Forum Welcome to the Women's Financial Forum, where knowledge is getting more than a penny for your thoughts!

Since 2006 the WFF has been bringing women together online and in live workshops. Tori Patrick is a registered representative with, and Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.finra.org www.sipc.org

Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Fina

ncial as to accuracy or completeness. For a list of states that I am/we are registered to do business, please visit WWW.PSFGWealth.com

Committed to increasing your financial literacy? Don't be afraid to ask questions.
03/16/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
03/13/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

Learn more about whether you need to pay estimated taxes.
03/11/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

These 6 things might make your next return a prime target for an IRS audit.
03/09/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
03/06/2026

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentime...
03/05/2026

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.

All those years of work can add up to a small fortune. What's your strategy for your money?
03/04/2026

All those years of work can add up to a small fortune. What's your strategy for your money?

Estimate how much you have the potential to earn during your working years.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
03/02/2026

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

Your home mortgage interest may be deductible. Do you itemize your deductions?
02/27/2026

Your home mortgage interest may be deductible. Do you itemize your deductions?

Use this calculator to assess the potential benefits of a home mortgage deduction.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
02/25/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
02/23/2026

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:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
02/20/2026

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.

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