Patriot Wealth

08/20/2024

Raising children is expensive so it's important to have a financial plan that accounts for all the costs. Wes White spoke to Spectrum News about rising childcare prices and how having a budget can help families plan smart and live better.

04/17/2024

Did you know April is National Social Security Month? Tune in to WRAL Thursday at 9 a.m. to hear Rick White share more about the future of the Social Security program and strategies to help get the most out of your monthly benefits. WRAL TV

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10/31/2023

As we approach the end of the year, it's is a great time to consider your tax strategies!

08/16/2022

The Pause is Ending this month! Having an "action plan" for your debt is crucial before those interest payments pick back up.

Thank you so much to with WTVD for taking the time to interview about what borrowers can do to prepare.

05/24/2022

The Consumer Price Index, or , dipped to 8.3% in April, marking the first slowdown in eight months. Some experts say we’re past the peak of inflation, but with tells there are strategies you can put in place today to help guard against inflation, including Hedged Equities and Structured Notes.

The Consumer Price Index, or , dipped to 8.3% in April, marking the first slowdown in eight months. Some experts say we’re past the peak of inflation, bu...

05/18/2022

with explains to why he's recommending that investors stay disciplined (don't panic), and depending on your time horizon, consider looking for buying opportunities during this downturn.

No matter where you are in life...always revert back to your goal based financial plan. If you do not have a plan...now is the time.

April was a tough month for investors: the S&P 500 fell 8.8%, the declined nearly 5%, and the retreated more than 13%; May hasn't been much bett...

05/03/2022

Is the 4% Rule Outdated?

Since the 90's, the 4% Rule has helped retirees ensure they don't run out of money in . But as with explains to , that rule doesn't fit today's financial landscape.

Instead, Austin suggests retirees adjust that withdrawal rate to somewhere between 2.8-3.3%. To ensure you don't outlive your nest egg, Patriot Wealth recommends monitoring your withdrawal rate at least once a year and adjusting it when necessary.

Since the 90's, the 4% Rule has helped retirees ensure they don't run out of money in . But as with explains to ...

04/15/2022

is passionate about helping clients create the most tax efficient retirement. Since April is Financial Literacy Month, and are breaking down the differences between a Traditional and a Roth IRA and how to determine which retirement account is right for you.

is passionate about helping clients create the most tax efficient retirement. And since April is Financial Literacy Month, and ...

04/15/2022

Step number one to Financial Literacy (and financial happiness) may be figuring out how much you're spending versus how much you're taking home. Creating a spending plan is central to building a sound financial future, which is why is including this topic as part of Financial Literacy Month.

In this video, joins Erin Kennedy to discuss how to create a spending plan, and how that plan will allow you to then determine which income sources will allow you to maintain your standard of living, now and in Retirement.

Step number one to Financial Literacy (and financial happiness) may be figuring out how much you're spending versus how much you're taking home. Creating a s...

09/21/2021

A lot of the things that may bring us the most joy in life have nothing to do with money. In fact, some of those things may already be within arm’s reach.

Learn the simple keys to a happier, better life.

09/14/2021

With some surprisingly simple changes, we can enjoy a better, more satisfying life. Best of all - they don’t cost anything. Want to find out what they are?

Simple ways happy people experience greater joy in life.

09/07/2021

What does an amazing life look like? Living better doesn’t mean we have to make radical changes. In fact, with a few simple upgrades we can learn to be happier and healthier. Find out more in this Visual Insights Newsletter.

Some small life changes can make all the difference.