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What are we thinking?  You can read about it in our blog. Whether it’s retirement planning, personal finance or a reaction to global, national or local news, you can read about it here. And once in a while, we may throw in a recipe, a picture, book review, or some other surprise. So keep checking in. We’re glad to have you reading along.

Friday, May 12, 2023

A brief update on the U.S. debt ceiling.

Tuesday, March 14, 2023

What you should know and learn from the recent run on Silicon Valley Bank.

Monday, May 30, 2022

We remember the words of President Ronald Reagan, who said, “The price for freedom at times has been high, but we have never been unwilling to pay that price.”  They are gone but never forgotten.

Sunday, May 8, 2022

We celebrate women at every phase of their journey; from those just beginning to those who have seen their children grow and to every mom, stepmom, bonus mom, and any other important person who has "mothered" another. Happy Mother's Day!

Thursday, April 28, 2022

Inflation is wreaking havoc on the spending power of consumers. Groceries, gas, utilities, healthcare, housing and travel are all more expensive. Some suggestions on how to cut these expenses.

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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.

Friday, April 22, 2022

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.

Friday, April 1, 2022

Learn how you can get involved in Financial Literacy Month.

Thursday, March 24, 2022

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

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.

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.

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

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:

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?

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.

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.

Thursday, January 20, 2022

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

Thursday, January 13, 2022

Welcome to Our New Website!

Thursday, January 14, 2021

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...

Thursday, January 7, 2021

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.

Sunday, December 29, 2019

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 showed consumers are spending $143 weekly more than their...

Friday, October 28, 2016

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,...

Friday, October 14, 2016

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*...

Friday, September 2, 2016

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...

Friday, August 5, 2016

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...

Friday, August 5, 2016

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...

Friday, July 15, 2016

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...

Monday, July 11, 2016

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...

Wednesday, June 29, 2016

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...

Friday, June 17, 2016

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...

Wednesday, June 8, 2016

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)....

Thursday, May 26, 2016

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...

Tuesday, May 10, 2016

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...

Thursday, January 14, 2016

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...

Tuesday, August 11, 2015

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...

Friday, May 8, 2015

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

Friday, May 8, 2015

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.

Wednesday, May 6, 2015

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.

Wednesday, May 6, 2015

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

Wednesday, May 6, 2015

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.