Betsy O. Pate, LUTCF

Betsy O. Pate, LUTCF Preparing for that next step in life isn’t always easy. Contact me to discuss your financial future.

My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.

12/09/2024

The books Gates recommends all fall under the theme of making sense of the world around you.

12/08/2024

Aprajita Anand has been a life coach for children of the ultrawealthy for more than a decade. Anand says most clients come to her after failing to find success with traditional therapy. She emphasizes the importance of taking action, shifting motivations, and contributing to others.

12/07/2024

Determining whether to transfer your retirement nest egg to an after-tax account is complex. Here’s how to navigate opportunity costs, Medicare surcharges, the ‘five-year rule’ and more.

12/06/2024

As many Americans struggle with a high cost of living, Gen X is in a particularly tight spot. Ages 44 to 59, the generation hasn't experienced millennials' wealth spike or baby boomers' pensions. Gen X has the highest income of all but also the highest debt.

12/05/2024

Help your families—and change the world—by including legacy planning in your retirement plan.

12/04/2024

Politicians everywhere seem doomed to repeat their mistakes. There is another way.

12/03/2024

A new study says the more you work, the more skills you gain, and the more you earn.

12/02/2024

Research shows that 73% of people surveyed in the U.S. have some type of caregiving responsibility. So, how can you better recognize this important role in your employees’ lives, understand how it impacts their work, and better support them? Articles and podcasts from HBR’s archive suggests five...

12/01/2024

Each year, the IRS makes adjustments that impact retirement savings, tax contributions, and various other financial thresholds. Here are the ones for 2025.

11/30/2024

A recent study asked over 500 portfolio managers how they take environmental and social performance into account in their investment decision-making. These are the views of people that manage the money on a day-to-day basis.

11/29/2024

Last week, bullish market sentiment supported investors “buying the dip” throughout the week as buying pressures helped push the S& P 500 up 1.7%, despite dips throughout the week.

11/28/2024

As leadership styles are identified, examined and debated, Mike Ditka’s overarching “will to win” personality should always be respected as a template for success in many endeavors.

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1340 Central Park Boulevard Ste 202
Fredericksburg, VA
22401

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4:30pm

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