What You Need to Know Before Filing Your Form 1099 Taxes
Tax season is here, and it’s time to start filing your tax return before the tax filing deadline of April 15th. However, it’s important to do your research to understand…
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We would love to meet with you to understand your unique retirement goals.
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If you’re looking for a cost-effective solution to managing your finances or feel like it’s time you obtained an accurate picture of your financials so that you can make informed decisions about your financial future, we can help.
Resources to guide you on your journey.
The Three Biggest Investing Mistakes
Most of us understand the importance of personal finance, and investing can be a great way to build your nest egg and set yourself up for long-term financial security. However,…
Understanding the Difference Between Term and Whole Life Insurance
There are many different types of insurance options available to retirees. While every insurance option can play an important role in your overall retirement plan, life insurance is perhaps one…
Investing: How to Start and When to Seek Help
Are you considering investing your money but don’t know where to start? From stocks to mutual funds to a properly diversified investment portfolio…investing can be an intimidating prospect, but with the…
What’s a Retirement Evaluation and Why Do You Need One
A retirement evaluation is a very important step in the retirement planning process. It helps you understand your current financial situation and assists you in developing a plan to have…
Should I Continue Investing in My 401k?
As a Recession Looms Many Question Their Retirement Decisions 72% of Economists Predict a Recession Next Year — If We’re Not Already in One. If you’re like most people, you…
The Impact of Taxes on Your Estate
When most people think of the word “estate,” they think of a large house on acres of land. However, the legal definition of an estate is much more complicated than…
Investing 101: Learning Investment Basics
Understanding the basics of investing, stocks and bonds before getting started Many investors choose to let financial professionals manage their money in exchange-traded funds and mutual funds. However, some people…
Do You Have a Retirement Plan?
Understanding the retirement planning process and how to succeed at it For many of us, the word “retirement” conjures up images of a leisurely life spent golfing, gardening, and traveling. But…
Crypto vs. Stocks: Which is Better?
From how they work to how to invest: crypto and stocks When it comes to investing, there are a lot of options out there. You can invest in stocks, bonds, real…
What is Estate Planning?
Understanding estate planning and how to create an estate plan that works for you Estate planning is the process of organizing your financial affairs so your assets can be distributed…
What is Tax-Free Income
Understanding the different types of tax-free income that can help you meet retirement goals For many people, the thought of retirement conjures up images of long days spent relaxing on the…
A Comprehensive Financial Guide by Todd Elliot
Retirement Done Right.
Does your plan for retirement involve a “magic number,” or amassing a pile of cash, dragon like, that you hope will last the rest of your life?
While many Americans are not planning ahead for retirement at all, a significant number of those who are, have plans that only amount to stockpiling money. But what happens if there’s a recession? Or what if you or a loved one need long-term health services? How will you handle the possible effects of inflation over time?
In this handy guide for those nearing or in retirement, longtime financial advisor Todd Elliott tackles the significant elements of a financial plan and how to address each.
With true-to-life stories and relatable metaphors, Todd shows what it looks like to plan for a Retirement Done Right!
A Comprehensive Financial Guide by Todd Elliot