Blog

Working in Retirement?

Sandy Patrick, CFP®

Sunday, April 24, 2022

Working in Retirement? Sounds like an oxymoron, right? The reality is retirement is just leaving the career you’ve been in to enter a phase in life where you choose what to do.

Crypto is Too Good to Be True - In My Opinion

Sandy Patrick, CFP®

Saturday, April 9, 2022

What's my opinion about Bitcoin and other crypto-currencies? It's probably a little too good to be true. Here's what I think.

No Joke! It's Financial Literacy Month

Sandy Patrick, CFP®

Friday, April 1, 2022

Learn how you can get involved in Financial Literacy Month.

War and the Price of Gas

Sandy Patrick, CFP®

Thursday, March 24, 2022

Why are gas prices so high and what will that do to the economy?

Celebrating Women's History Month

Sandy Patrick, CFP®

Tuesday, March 8, 2022

March is Women's History Month! Here's a short video celebrating some of my favorite quotes from some of these pioneers.

Financial Tips from the Presidents

Sandy Patrick, CFP®

Saturday, February 19, 2022

In honor of President’s Day, let’s reflect on the wisdom of our forefathers. If the American Dream is about living financially healthy lives, then it seems reasonable to say that a stress-free retirement is that dream coming to fruition.

Estate Planning 101: Step Up Basis

Sandy Patrick, CFP®

Wednesday, February 16, 2022

Are you taking advantage of step-up basis? We have seen many investors follow the plan of transitioning assets to children or heirs prior to their passing. They’re probably thinking this will save the kids from the hassle of transferring i

Love is in the Air!

Sandy Patrick, CFP®

Thursday, February 10, 2022

For those who despise Cupid, this is a different approach to this holiday. There are 8 different types of love, and not all are ruled by the heart. In fact, only half of them are romantic love. Here are the 4 alternative types of love:

Sometimes Later Becomes Never

Sandy Patrick, CFP®

Tuesday, February 8, 2022

Individuals who procrastinate frequently confuse motivation and action. You wait until you feel in the mood. But it is usually the other way around; action comes first, and motivation often comes later. Who's ready to set some goals?

Money Can't Buy a Happy Retirement

Sandy Patrick, CFP®

Tuesday, February 1, 2022

Successful retirement is not just about your portfolio, but your well-being as well. You know the saying: "Money can't buy happiness." These are our top 3 tips for successful retiring.

5 Do's and Don'ts of Market Volatility

Sandy Patrick, CFP®

Sunday, January 23, 2022

Over the past few weeks, many of our clients, friends, and family have asked what investors should be doing about all this volatility.  So, I thought I would write down the Five Do’s and Don’ts During Times of Market Volatility.

Cell Phone Insurance - Yea or Nay?

Sandy Patrick, CFP®

Thursday, January 20, 2022

Have you wondered if cell phone insurance is a good idea? Here are the unvarnished pros, cons and our advice.

A New Start to the New Year

Sandy Patrick, CFP®

Thursday, January 13, 2022

Welcome to Our New Website!

One of the most common questions I’m asked is how to downsize all the things we’ve spent our lives accumulating. There’s no easy answer nor a single answer. However, I have a few techniques that might help you pare...

Just about a year ago I planned to blog weekly…then life exploded. There’s an important lesson worth discussing: no matter the planning we do; there will be changes, roadblocks, surprises, and detours. Don't let those deter you.

Are Americans REALLY overspending their income by almost $7,500 a year? That’s a pretty big hole to be digging. CNBC reported a recent survey conducted by Slickdeals.net showed consumers are spending $143 weekly more than their...

Fall's the Time to Organize It seems that it is the season to clean up, organize, and plan for the year ahead. Certainly, we have all seen that our home improvement stores are out there once again rallying for us to buy shelves,...

Questions & Answers Learn how to manage the ups and downs of your investments. Take control of your investments and make the most out of uncertain times. Conducted by Jess Ryan, Financial Advisor, AIF® Saturday, October 22nd 11:00*...

We Give Back At Sandy Patrick, CFP® we believe in the joy of enriching the lives of our clients and our community. You are welcome to invite friends, family or neighbors. Space is limited. Reservations are required. Please call 307...

Sandy Patrick, CFP® is donating our time to teach personal finance for Laramie County Community College’s Life Enrichment this month. Workshop is four hours total (two sessions each of two hours). Registration through Laramie...

You’ve probably heard a lot about Brexit by now. It might seem like a strictly British affair, but it actually has profound economic implications for us here in North America. It’s our responsibility to inform you about...

Our nation just celebrated its 240th anniversary of independence. I thought it would be good to reflect on the blessings of being an American. It is very easy for us to think about what is wrong with America. Everyday we are bombarded...

Our nation just celebrated its 240th anniversary of independence. I thought it would be good to reflect on the blessings of being an American. It is very easy for us to think about what is wrong with America. Everyday we are bombarded...

Focus on Client Service We’re also going to update you on who does what in our office, as there have been some new faces added with our recent growth. We believe very strongly in an ensemble approach, which means you can always...

Money Talks Sandy Patrick, CFP® is donating our time to teach a workshop on Investment Strategies for Retirement workshop for Laramie County Community College’s Life Enrichment. The workshop is four hours total (two sessions...

Money Talks Sandy Patrick, CFP® is donating our time to teach personal finance for Laramie County Community College’s Life Enrichment this month. Both workshops are four hours total (two sessions each of two hours)....

A Soldier’s Pledge Every Memorial Day, we as a nation stop to think about the courage and sacrifice shown by the men and women who have served our country. We visit the graves of family members who gave literally all that they...

We are delighted Jess has joined us. He has almost five years of experience as a Financial Advisor with Edward Jones in Georgia. He and his wife, Danielle (Jensen-Ryan) are Wyoming natives and University of Wyoming graduates. They are...

Here at the beginning of the year, I am reminded of one of my favorite quotes: “Every man should be born again on the first day of January. Start with a fresh page. Take up one hole more in the buckle if necessary, or let down...

Making the right choice for your futureThe financial industry seems to have its own special language; you might even think we have our own secret handshake, too! Let us help you demystify the process and get you on track to reaching...

We are all familiar with the concept and importance of investment diversification and asset allocation. But tax diversification is likewise essential.

The other day, I was talking to one of my clients, who has moved quite a bit and had employers in different states. I suggested she should check for any funds that may have been lost through moves.

While filling your vehicle with gas, you may have noticed something strange going on. Suddenly, prices at the pump are lower than they’ve been in years.

St. Patrick’s Day has become a holiday far-removed (think green beer) from its roots.

The other day, I came across this anonymous story, that so reminds me how we all should approach each day:“On a gloomy, rainy morning, it came little 8-year old Tommy’s turn to say the blessing at breakfast.