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Our Mission is to inspire our clients. To focus on what gives them meaning and purpose. With confidence knowing we are there to monitor their financial well-being. CFP , CIMA. Rob Patti, CFP , CIMA. A Different Kind of Financial Services Firm. There is no right answer to the financial challenges of the day. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. And the...

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Home | Rob Patti | robpatti.net Reviews

https://robpatti.net

Our Mission is to inspire our clients. To focus on what gives them meaning and purpose. With confidence knowing we are there to monitor their financial well-being. CFP , CIMA. Rob Patti, CFP , CIMA. A Different Kind of Financial Services Firm. There is no right answer to the financial challenges of the day. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. And the...

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robpatti.net

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how-to-retire-early

http://www.robpatti.net/resource-center/retirement/how-to-retire-early

Our Mission is to inspire our clients to focus on what gives them meaning and purpose knowing we are there to guide them through anything that affects them financially". CFP , CIMA. Rob Patti, CFP , CIMA. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. An Inside Look at Retirement Living.

2

Understanding Long-Term Care | Rob Patti

http://www.robpatti.net/resource-center/insurance/understanding-long-term-care

Our Mission is to inspire our clients to focus on what gives them meaning and purpose knowing we are there to guide them through anything that affects them financially". CFP , CIMA. Rob Patti, CFP , CIMA. Won’t Medicare Pay for It? After a three–day hospital stay, Medicare will cover the first 20 days in a skilled nursing care facility completely. For the next 80 days, it will cover all but $157.50 per day. And after 100 days, it won’t cover anything. What Is Long-Term Care? Long-term care can include ev...

3

Do You Feel Lucky? | Rob Patti

http://www.robpatti.net/resource-center/estate/do-you-feel-lucky

Our Mission is to inspire our clients to focus on what gives them meaning and purpose knowing we are there to guide them through anything that affects them financially". CFP , CIMA. Rob Patti, CFP , CIMA. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Here are three tips. Choosing a Business Structure. Principles of Preserving Wealth. Download Our Free App.

4

Are Women and Financial Strategies a Mismatch? | Rob Patti

http://www.robpatti.net/resource-center/retirement/are-women-and-financial-strategies-a-mismatch

Our Mission is to inspire our clients to focus on what gives them meaning and purpose knowing we are there to guide them through anything that affects them financially". CFP , CIMA. Rob Patti, CFP , CIMA. Are Women and Financial Strategies a Mismatch? Thirty-eight percent of American women earn more money than their husbands. 160;Yet only 14% of women are very confident they will have enough money to maintain their lifestyle once they retire. Since Wall Street traditionally has been a male-dominated fiel...

5

A Decision Not Made Is Still a Decision | Rob Patti

http://www.robpatti.net/resource-center/investment/a-decision-not-made-is-still-a-decision

Our Mission is to inspire our clients to focus on what gives them meaning and purpose knowing we are there to guide them through anything that affects them financially". CFP , CIMA. Rob Patti, CFP , CIMA. A Decision Not Made Is Still a Decision. Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision is better than no decision at all.”¹. The other way individuals let indeci...

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Home | Rob Patti

Our Mission is to inspire our clients. To focus on what gives them meaning and purpose. With confidence knowing we are there to monitor their financial well-being. CFP , CIMA. Rob Patti, CFP , CIMA. A Different Kind of Financial Services Firm. There is no right answer to the financial challenges of the day. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. And the...

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