Elite Financial Partners

Newsletters

Beware of These Life Insurance Beneficiary Mistakes

Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Do You Know Your Medicare Coverage Options?

There are two ways to obtain Medicare coverage: Original Medicare and Medicare Advantage. Here’s how they work.
HOT TOPIC: Real Estate Roundup: Feeling the Impact of Higher Rates

This article discusses why the values of U.S. commercial property and homes have performed differently and how lingering weakness in the real estate sector could affect the economy.
Just Your Average Millionaire

The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Disability Income Insurance

How much Disability Income Insurance do you need?
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.