Elite Financial Partners

Newsletters

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
HOT TOPIC: What’s in the New Tax Legislation?

This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.