When a loved one receives a terminal illness diagnosis, the emotional and physical toll can be overwhelming. During this challenging time, addressing financial matters may be the last thing on your mind. However, having a solid financial plan can provide peace of mind and allow you to focus on spending precious time together. Here are ...
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 watch out for: 1. Phishing Scams Phishing scams are as ...
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 a scam and safeguard your hard-earned money. Common Signs of ...
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 its core, financial planning serves as a roadmap, guiding you ...
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 you to build wealth while enjoying a fulfilling lifestyle. Invest ...
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 you make is the most important financial habit to develop. ...
In an era of complex financial markets and an abundance of investment options, navigating the path to financial success can be a daunting task. You may find yourself grappling with decisions related to investments, retirement planning, tax strategies, and more. In such a challenging landscape, the importance of seeking guidance from a Certified Financial Planner(R) ...
Thank you, Montrose Living for publishing this article on The Elder Family!
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, CDs, and money markets. Daniel Carnes, our head investment analyst ...
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 to give us a call if you are having difficulty ...