Financial Advisor: Jodi Patman

06/01/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

05/29/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

05/27/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

05/25/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

05/22/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

05/20/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

05/18/2026

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

05/15/2026

Find out whether you are insurable before implementing a strategy using life insurance.

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

05/13/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

05/11/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.