Patton Wealth Management

Choosing to work with a financial advisor can make a positive difference in your life and for the next generations of your family. The support of a professional advisor can help you navigate your most complex financial needs while freeing you to spend time on the things and the people that matter most to you.

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments. See how you can make your final tax-saving moves before Dec. 31:

Navigating Medicare's open enrollment period can be daunting, but it's a crucial time to reassess your healthcare needs and ensure you're getting the best coverage. From October 15 to December 7, take the opportunity to compare plans, review changes, and make informed decisions that align with your health and financial goals.

Nearly 68 million Americans will see a 2.5% increase in their Social Security benefits beginning in January of 2025. Learn more here.

Open Enrollment is a crucial time of year when your Medicare choices can significantly impact your health and finances. Think of it as your annual financial checkup – plans and pricing change every year, so it's important to look closely when reevaluating your current plan during Open Enrollment. When Medicare beneficiaries are unsure how their plan and coverage works, they can wind up paying more for their health care than necessary and miss out on getting the coverage that's available to them. Recent studies show that 65% of Medicare beneficiaries find the program confusing and difficult to understand, so you're not alone in needing support to demystify this process. Open enrollment starts annually in October, so check out this article to learn more and then let's discuss what works best for you and your family.

If you're a caregiver for someone with special needs, be sure they're central to your estate planning. Learn how:

October is National Retirement Security Month, which is the perfect time to revisit your retirement savings plan. Whether you want to build savings, prepare withdrawal strategies, or simply adjust your current plan, we can help create a strategy that aligns with your goals.

Raymond James Fall 2024 WorthWhile Magazine

A Raymond James Charitable donor advised fund makes grants to charitable organizations on behalf of the donor so that they can enjoy the power of giving without the hassle of timing, tax concerns, expenses and record-keeping. Because RJ Charitable is a tax-qualified public charity, it provides the donor with an immediate and full tax deduction for the contribution and, at the same time, seeks to increase the value of the original gift through prudent investing.

At last, the Federal Reserve has lowered interest rates. What does it mean for your financial plan? Here's some insight.