Elite Financial Partners

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Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Voluntourism: A Vacation That Makes a Difference

A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Disability Income Insurance

How much Disability Income Insurance do you need?
Savings Goals

How much do you need to save each year to meet your long-term financial goals?