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Financial Literacy - November 15th, 2025
Do you think you’d make the grade when it comes to financial literacy? Most Americans between the ages of 50 and 75 scored low marks when it comes to…
9 months, 3 weeks ago
Current Moods Regarding Taxes, Market Volatility and Inflation - 11082025
A new survey reveals that financial advisors are feeling optimistic about the future, even with concerns about inflation, taxes, and market volatilit…
9 months, 4 weeks ago
The Dirty Dozen: Tax Scams to Avoid - November 1st, 2025
Today, we’ll be looking at the “Dirty Dozen.” These are some of the tax scams the IRS has flagged for us to avoid
Welcome to Financial Sanity with Pat…
10 months ago
Retirement Income Puzzle - October 25, 2025
Today we’re talking about something that touches nearly every retiree: Social Security — and specifically, the new cost-of-living adjustment that’s a…
10 months, 1 week ago
Growing Heath Care Expenses - October 18, 2025
New data shows retirees in 2025 are facing massive health care expenses — averaging around $172,500 over their retirement years. Many are not plannin…
10 months, 2 weeks ago
Federal Interest Rate Drops and Roth Conversions - October 11, 2025
Big news out of Washington: The Federal Reserve has cut interest rates from 4.25% to 4%-- the first cut in nearly a year. It wasn’t the big drop some…
10 months, 3 weeks ago
Behavioral Finance and You - October 4, 2025
You know how we sometimes do things that even we can’t explain? Well, it turns out, this also happens when it comes to our money. Have you ever been…
11 months ago
Tax Savvy Strategies - September 27, 2025
Some people spend decades diligently saving for retirement, watching their 401(k)s and IRAs grow. But here's an important question many fail to ask: …
11 months, 1 week ago
Optimizing Social Security - September 20, 2025
Many retirees depend heavily on Social Security, aiming to help maximize their returns from this important income source. However, navigating the sys…
11 months, 2 weeks ago
Active vs. Passive - September 13, 2025
In the world of investments, two approaches often dominate the conversation: active and passive investing. It's like choosing between a sports car th…
11 months, 3 weeks ago