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Blog2020-08-26T08:29:19-07:00

Fall 2024 Economic and Market Update Seminar Replay

November 21st, 2024|

Tune in to hear a recap of our heavily attended Fall 2024 Seminar. Jim speaks about our building progress, our open house, the importance of a fiduciary, and sheds some perspective on how things have progressed over the years. Nathan discusses a review of 2024 ...

Smart Ways to Save More Money Each Month

September 6th, 2024|

Saving more each month is a common goal many of us strive for. Whether you’re preparing for a comfortable retirement, building an emergency fund, or simply aiming to increase your financial security, small changes in your habits can have a big impact over time. Here ...

Enjoying Your Retirement Without Financial Stress

August 27th, 2024|

Retirement is a significant milestone that brings with it the promise of relaxation, leisure, and the freedom to pursue passions you might have set aside during your working years. However, for many retirees, the idea of living without a steady paycheck can cause anxiety about ...

Stay Safe from Cryptocurrency Scams

June 10th, 2024|

Cryptocurrencies have taken the world by storm, offering new opportunities for investment and innovation. However, with these opportunities come risks, particularly the risk of scams. As your trusted financial advisors, we want to ensure you're well-informed and protected. Here are some common cryptocurrency scams to ...

Spotting Scams: Protecting Yourself and Your Finances

May 28th, 2024|

In today's digital age, scams are becoming increasingly sophisticated, targeting individuals of all ages and financial backgrounds. As your trusted financial advisors, we want to ensure you have the knowledge to protect yourself and your finances. Here are some key tips to help you spot ...

The Power of a Financial Plan

May 15th, 2024|

As your trusted advisors, we want to emphasize the importance of financial planning in securing your future and achieving your long-term goals. Financial planning is not just about managing your investments; it's a comprehensive strategy tailored to your unique circumstances, goals, and risk tolerance. At ...

Money Tips From The Wealthy

May 15th, 2024|

In the pursuit of financial success, it's valuable to learn from those who have already achieved it. Here are some insightful money tips gleaned from millionaires that can help guide your financial journey: Live Below Your Means: Prioritize saving and discernment in spending. This allows ...

8 Healthy Financial Habits

April 22nd, 2024|

By creating healthy financial habits, you can help reduce financial stress, increase financial security, and enhance peace of mind. Here are eight important habits to help you rest easy with the knowledge that you are financially secure. 1. Live Within Your Means Spending less than ...

January 2024 Economic and Market Update

February 5th, 2024|

Tune in to hear founder, Jim Elder, share updates about ElderAdo's new building and a few items about Charles Schwab. Nathan Manes, one of our financial advisors, shared about what happened in 2023 including major events, interest rates, market recap, Bitcoin, managing emotions, ...

2024 Tax Numbers

January 5th, 2024|

With 2024 upon us, it’s important to be armed with the most up-to-date information. Here is a handy sheet with all kinds of key financial numbers that can help you determine what your tax bracket is, contribution limits, and even Medicare deductibles. Please feel free ...

Is Home Improvement Worth It?

November 13th, 2023|

The National Council on Aging recently shared a story about a scammer who targeted a homeowner in Massachusetts. The victim alleged that a contractor damaged his home’s foundation and didn’t return to finish the work—even after taking thousands of dollars in payments. Since 2007, 109,000 home ...

October 2023 Market Update

November 13th, 2023|

Tune in to our fall seminar to hear about ElderAdo's building plans, 2023 So Far, and Plans for the Future. We will also be diving into hot topics such as artificial intelligence, government spending, inflation, interest rates, digital currency, Charles Schwab merger, bank failures, ...

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