Jim Patton

Securities and advisory services through Independent Financial Group, LLC, a registered investment adviser. Member FINRA/SIPC.

[Jim Patton @JimChasePark]

What role would taxes play in your investment decisions? Find out in this message. https://t.co/A3e1gaQ9Kf

[Jim Patton @JimChasePark]

Are you prepared for a 20-year retirement? How women can consider their retirement strategy. https://t.co/rVe11BILw3

[Jim Patton @JimChasePark]

What steps might help you sustain and grow your retirement savings? This piece explores them. https://t.co/lKXtv3oFzg

[Jim Patton @JimChasePark]

Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector. https://t.co/S3Kf3BEf6M

[Jim Patton @JimChasePark]

When was the last time you updated your will? https://t.co/dITru3yi4Z

[Jim Patton @JimChasePark]

Have a kid heading off to college? Here are a few tips. https://t.co/cqfLtrdFxd

[Jim Patton @JimChasePark]

After you leave work, what will your life look like? Organize your thoughts with the help of this piece. https://t.co/SmQ1RFtIgv

[Jim Patton @JimChasePark]

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now. https://t.co/w0qQLAi5Z7

[Jim Patton @JimChasePark]

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life. https://t.co/nXnuy0M6Fg

[Jim Patton @JimChasePark]

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece. https://t.co/j9m8ajiKN9

[Jim Patton @JimChasePark]

M0 is the total of all physical currency worldwide. What’s it look like? https://t.co/wMfvQaVSCq

[Jim Patton @JimChasePark]

Have you heard about the new, record-high retirement contribution limits from the IRS? Read about it in our new article. https://t.co/LEwVeirPMw

[Jim Patton @JimChasePark]

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready? https://t.co/HgaOpf03nw

[Jim Patton @JimChasePark]

What Happens To Your Employer-Sponsored Retirement Accounts When You Change Jobs? Find out in our latest video. #RetirementAccounts #JobChange https://t.co/Tb8eDB7oL6

[Jim Patton @JimChasePark]

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs. https://t.co/1lYH4c63Ta

[Jim Patton @JimChasePark]

Just entering retirement? Here's what you need to know. https://t.co/EQnODXhriP

[Jim Patton @JimChasePark]

There are benefits and limitations when using a living trust. #LivingTrust https://t.co/1QXUb89Beo

[Jim Patton @JimChasePark]

The choice of business structure is not a final decision. You may amend your business structure to your changing needs. https://t.co/Toe9u0RL12

[Jim Patton @JimChasePark]

Investors maintained an anxious eye on the Fed over worries it would maintain its tight monetary posture due to ongoing inflation. https://t.co/OCuM2vKR8I

[Jim Patton @JimChasePark]

Wall Street has a lot of cliches. How many do you know?
#WallStreet https://t.co/srG0VhIBUb