Elite Financial Partners

Newsletters

Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
Keeping Cool in Volatile Markets

Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

Lease Payment

How much would your monthly lease payment be?
Savings Goals

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

Compare the potential future value of tax-deferred investments to that of taxable investments.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.