Patriot Investment Management

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We are trusted advisors for all things financial, providing unmatched personalized service to clients who seek reliable and objective guidance from a local team of experienced, fee-only financial professionals.

As AI continues to become part of our everyday lives, it’s natural to wonder how it can fit into something as important ...
08/21/2026

As AI continues to become part of our everyday lives, it’s natural to wonder how it can fit into something as important as retirement planning. AI can be a helpful tool for research, education, and exploring financial concepts, but it doesn’t replace the value of personalized advice and human judgment. In our latest blog, we take a closer look at where AI can help—and where working with a financial professional still matters.

AI has become increasingly popular in recent years, and with the advent of ChatGPT, it seems like it can do almost anything! But, can AI help you plan your retirement? The answer is that while AI can be a powerful tool for research, education, and analysis, it doesn’t replace the value of a human ...

The One Big Beautiful Bill Act introduces some of the most significant tax law changes in years, affecting individuals, ...
08/05/2026

The One Big Beautiful Bill Act introduces some of the most significant tax law changes in years, affecting individuals, families, business owners, and retirees alike. From permanent tax bracket extensions to new deductions and expanded planning opportunities, understanding these changes is an important part of making informed financial decisions. Read our latest article for a summary of the key provisions, and contact your Patriot advisor if you'd like to discuss how they may impact your financial plan

On July 4, 2025, the One Big Beautiful Bill Act was signed into law. This sweeping piece of domestic legislation extends, revises, and in some cases permanently establishes a wide range of tax rules affecting individuals, families, and businesses. Some provisions took effect immediately, and many ar...

A successful retirement is more than just building your savings—it's about coordinating every aspect of your financial p...
07/22/2026

A successful retirement is more than just building your savings—it's about coordinating every aspect of your financial plan. From your retirement accounts and investment strategy to taxes and retirement income, each piece plays an important role. At Patriot Investment Management, we're committed to helping clients bring those pieces together so they can retire with confidence. Read our latest blog to learn more.

An orchestra is simply a collection of instruments, each producing its own unique sound. It is only when a conductor brings them together that they create the beautiful music envisioned by the composer. The same can be said about your retirement strategy. A well-designed retirement plan is often bui...

Retirement planning for couples with an age gap often requires a more personalized strategy, from coordinating retiremen...
07/07/2026

Retirement planning for couples with an age gap often requires a more personalized strategy, from coordinating retirement dates and Social Security decisions to balancing investments and preparing for future healthcare needs.

At Patriot, we help couples navigate these unique considerations with a financial plan tailored to their goals. If you and your spouse have an age difference, now is a great time to review your financial plan with your Patriot advisor and make sure your retirement strategy is built for both of your futures.

Decisions surrounding retirement are rarely simple. This further becomes the case when there is an age gap between couples, resulting in differences in retirement dates, life expectancy, health and more.  For couples of varying ages, traditional retirement advice may not always be fully applicable...

Inflation impacts far more than the price of everyday essentials—it can influence your savings, investments, and long-te...
06/22/2026

Inflation impacts far more than the price of everyday essentials—it can influence your savings, investments, and long-term financial goals. In our latest blog, we break down how inflation is measured, what the Consumer Price Index (CPI) tells us, and why understanding inflation is important for making informed financial decisions. Read more to learn how inflation affects your financial plan and what steps you can take to help protect your purchasing power over time.

Inflation is a fundamental economic concept that affects the everyday lives of people around the world. It influences everything from the cost of groceries and housing to wages, savings, and investments. Understanding how inflation is calculated can help consumers make informed financial decisions a...

Many retirees assume that waiting longer to claim Social Security is always the best strategy, but the decision is often...
06/10/2026

Many retirees assume that waiting longer to claim Social Security is always the best strategy, but the decision is often more nuanced. Factors such as longevity, taxes, income needs, and overall retirement goals can all influence the optimal timing. In our latest article, we explore the key considerations that can help retirees make a more informed Social Security claiming decision.

Many retirees understand that delaying Social Security benefits can result in a larger monthly payment. While that is generally true, there is an important tradeoff to consider: the longer you wait to begin receiving benefits, the fewer years you may have to collect them. Ultimately, the value of de...

The new 530A “Trump Accounts” proposed for 2026 are generating attention for their potential $1,000 government contribut...
05/11/2026

The new 530A “Trump Accounts” proposed for 2026 are generating attention for their potential $1,000 government contribution, but there may be additional long-term planning opportunities families should understand. In our latest blog post, we break down how these accounts work, contribution limits, Roth IRA rollover potential, and key considerations for families evaluating this new savings strategy. Check out the full article and contact your Patriot advisor with any questions.

Beginning in 2026, families across the United States may gain access to a new financial planning tool designed to support children’s long-term financial futures: the 530A account, commonly referred to as a “Trump Account.” While much of the public attention has focused on the proposed $1,000 g...

The first year of retirement often begins with a sense of freedom but quickly evolves into a period of adjustment, as re...
04/27/2026

The first year of retirement often begins with a sense of freedom but quickly evolves into a period of adjustment, as retirees redefine their routines, purpose, and relationship with money. From shifting income dynamics to building meaningful daily structure, this transition is both emotional and financial—and benefits from thoughtful planning. Read the full blog post to explore how to navigate this stage with confidence and ensure your plan continues to reflect your changing needs and priorities.

Some retirees describe the first few months after retirement as a “honeymoon phase,” during which they focus on travel, projects, and catching up on rest. After the honeymoon glow wears off, many begin asking deeper questions about how they want to spend their time and energy.1 It’s not only n...

Markets kicked off the year with volatility, as concerns around AI disruption, geopolitical tensions, and shifting inves...
04/14/2026

Markets kicked off the year with volatility, as concerns around AI disruption, geopolitical tensions, and shifting investor sentiment weighed on stocks despite moments of resilience. With the Federal Reserve holding rates steady and uncertainty still in play, investors are left navigating a complex landscape.

Want the full breakdown of what happened in Q1—and what it could mean for your strategy? Read the full update below.

U.S. Markets Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries along with geopolitical issues that unsettled investors. The Dow Jones Industrial Average lost 3.58%, while the Standard & Poor’s 500 Index fell 4.63% and the Nasdaq Compo...

Tax planning doesn’t have to be reactive or stressful. By taking a two-year, forward-looking approach, you can uncover o...
03/31/2026

Tax planning doesn’t have to be reactive or stressful. By taking a two-year, forward-looking approach, you can uncover opportunities to reduce your tax burden, stay ahead of changes, and align your strategy with your broader financial goals. Connect with Patriot to start building a more proactive, tax-efficient plan.

Let’s admit it: planning for taxes isn’t exactly enjoyable. There are probably plenty of things you’d rather be doing. However, thoughtful tax planning plays a critical role in your overall financial health. Starting early can help you save money, reduce errors, and minimize stress when tax se...

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Knoxville, TN
37932

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