Tune in to hear a recap of our heavily attended Fall 2025 Seminar. Jim shared some important updates about Morningstar, Advyzon, the Charles Schwab Conference, AI Scams, and Chat GPT. Nathan, one of our Certified Financial Planner(R)s, discusses a review of 2025 so far, current economic conditions, and an outlook. Daniel shared about Artificial ...
Tune in to hear a recap of our heavily attended Spring 2025 Seminar. Jim speaks about tax form updates, our DOGE, Artificial Intelligence, and shares some management fee comparisons. Nathan, our newest Certified Financial Planner(R), discusses a review of 2024, current economic conditions, and outlook. He also shared about smart behaviors for investing and ...
At ElderAdo Financial, we are more than just your fiduciary financial advisors—we are your partners in safeguarding your financial well-being. Natural disasters can strike unexpectedly, disrupting lives and finances alike. While we cannot predict when or where disasters will occur, we can take proactive steps to prepare for them. Here are key strategies to help ...
At this point we are several weeks removed from the 2024 U.S. presidential election. Since election night I have been observing the reaction to the election results and as you can imagine, one side is super excited and the other not so much. Is so prevalent within our culture that CNBC reported recently that if ...
In the beautiful and thrilling setting of Acapulco, Mexico, cliff divers leap from dizzying heights into the ocean below, creating breathtaking performances of courage and precision. With their practiced eyes and deep knowledge of the cliffs, currents, and tides, these divers know exactly when to jump. They understand that each leap demands the right conditions ...
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 thus far and shares some details on what we've done ...
As financial advisors, we understand that estate planning is one of the most personal and significant decisions you will make. Many people assume that dividing assets equally among beneficiaries is the fairest way to distribute their estate. While this approach may seem straightforward, it often overlooks key considerations—especially when it comes to taxes and the ...
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 are some practical and effective ways to help you save ...
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 finances. As your trusted advisors, we’re here to help you ...
In light of the recent breach involving Social Security numbers, we want to address some important concerns and provide guidance on how you can protect yourself and your financial well-being. The security of your personal and financial information is always a top priority for us. While such breaches are unfortunately becoming more common, there are ...