Download this 12-page guide to learn more about potential tax strategies for retirement.Preservation Specialists, LLC In the Media
Keep up with financial information that can help you live a confident retirement.
Watch Pat’s appearances on WIS-TV News 10, an affiliate of NBC
Pat shared information about how the coronavirus outbreak will impact the stock market in WIS-TV News 10
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Pat shared information about his class at the Columbia Shepherd’s Center.
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Pat talks about stock market dips and it's implications amid the coronavirus.
To view, click below:
Pat shared information about his class at the Columbia Shepherd’s Center.
To view, click below:
Pat in the Media
How To Handle A Sudden Cash Windfall Or Inheritance
On March 23, 2015, Pat was featured in the following Investor’s Business Daily article: “How to Handle a Sudden Cash Windfall or Inheritance.” To read this article, please click below:
Financial Goals Can Be Met In Mediocre 401(k) plans
On Nov. 28, 2014, Pat was featured in the following Investor’s Business Daily article: “Financial Goals Can Be Met in Mediocre 401(k) Plans.” To read this article, please click below:
Self-Employed Face a Retirement Crisis
In December 2013, Pat was featured in a USA Today article by retirement writer Rodney Brooks, focusing on retirement solutions for small business owners and entrepreneurs. To read this article, please click below:
Lexington County Chronicle
For almost four years, Pat was honored to be a monthly financial columnist for the Lexington County Chronicle. Each month, Pat shared financial advice and money-saving ideas for the thousands of Chronicle subscribers. Here’s a sampling. Download the articles by clicking the links below.
April 2013 Is there a smarter way to invest?
February 2013 How To Make Sure Your Retirement Income Doesn’t Run Out
April 2012 Beware of Retirement Villains
December 2011 Your annual financial to do list
May 2011 Who else wants their nest egg to earn income?
September 2010 The silent retirement killer
June 2010 The biggest retirement mistake
April 2010 Three last-minute tax tips
March 2010 How to protect your money from scams
February 2010 What does Valentine’s Day have to do with finances?
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