Women's Financial Forum

Women's Financial Forum Welcome to the Women's Financial Forum, where knowledge is getting more than a penny for your thoughts!

Since 2006 the WFF has been bringing women together online and in live workshops. Tori Patrick is a registered representative with, and Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.finra.org www.sipc.org

Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Fina

ncial as to accuracy or completeness. For a list of states that I am/we are registered to do business, please visit WWW.PSFGWealth.com

An ILIT could play a role in your estate strategy.
09/09/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
09/07/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
09/04/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

What did it take to become the richest man in Babylon?
09/02/2026

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Being healthy may help your personal finances.
08/31/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise v...
08/28/2026

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise visual guide. Stay informed and plan for a secure financial future.

Get ready to celebrate your financial birthdays in this informative infographic.

Happy Women's Equality Day from the PSFG Team!
08/26/2026

Happy Women's Equality Day from the PSFG Team!

There are ways to protect your business in the event of your death or the death of a partner.
08/26/2026

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

08/24/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

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