Newsletter | News Brief Chris Patterson Patterson Financial 100 Executive Way, Ste 218 Ponte Vedra Beach, FL 32082 904-285-4489 HOME ABOUT NEWS CONTACT Jan 15, 2020 Your 2020 Personal Finance Calendar To-Do List The start of a new year is when many of us ask ourselves what lies ahead personally, professionally and financially. We happily hang a colorful 2020 calendar, jot down birthdays, upcoming vacations, and other future events … Forbes Wealthy People Need Budgets Too: It's Called Cash Flow Management In our experience, ultra-high-net-worth individuals underestimate their spending by 25% on average — and sometimes by as much as 50% … Kiplinger Take charge of your credit By now, you've encountered the world of credit, whether it was renting your first apartment or figuring out how to pay for a kitchen … ABC News How to Get Items Removed From Your Credit Report Your credit report is a signal of financial stability. But it's fairly common even for the most diligent with their money to get slightly … Money The High Cost of Having a Baby in America For women in many developed countries, having the baby—not paying for it—is the hard part. Giving birth in Finland, for example, will … The Atlantic Retirement And The Laws To Help Older Workers "Ageism in the Workplace" is the cover feature of the February 2020 AARP Bulletin. Tales are told of older workers mistreated or axed … Forbes How Much Can You Contribute to a 401(k) for 2020? One of the best and most tax-friendly ways to build a nest egg for retirement is by contributing to an employer-sponsored … Kiplinger Underfunded IRS struggles to send refunds, answer calls Burdened with years of budget cuts and a recent increase in workload to implement a new tax law, the IRS struggled to deliver on its … ABC News Form 1040-SR: Seniors Get a New Simplified Tax Form for 2019 If you are 65 or older (or you turned 65 any time in 2019), you will have the option to use a new simple tax form for seniors, known as … Investopedia Moving Forward Financially After the Loss of a Loved One The loss of a partner or family member is a life-changing event laden with intense emotions. Whether the death is sudden or precipitated … Kiplinger When Should My Husband And I Start Our Social Security Benefits? Today's column addresses questions about when and how a married couple can file, survivor's benefits and the earnings test, divorced … Forbes "How can you call me unemotional? You've seen me cry over interest rates!" Copyright © Randy Glasbergen Trivia Who suggested the design for the first penny? See the answer below. What Is a Roth IRA? A Roth IRA is a type of investment account used for retirement. IRA is short for "individual retirement account … Investor Junkie What Year Was It? Boston Thieves Pull Off Historic Robbery 11 men steal more than $2 million from the Brinks Armored Car depot in Boston, Massachusetts. It was the perfect crime - almost - as the culprits weren't caught until January 1956, just days before the statute of limitations for the theft expired. The day was Jan 17. What year was it? Quote of the Week "Frugality includes all the other virtues." Cicero Trivia Answer Who suggested the design for the first penny? Answer: Benjamin Franklin SUBSCRIBE TO OUR NEWSLETTER   NEWSLETTER ARCHIVES Patterson Financial 100 Executive Way, Ste 218 Ponte Vedra Beach, FL 32082 The articles in our publications come from many sources. We do not endorse information or opinions appearing in linked articles. The articles selected are not sponsored, and we assume no responsibility for the accuracy of the information. Copyright for linked articles belongs to the linked source. A Newsletter Station Publication © All Rights Reserved.