Elite Financial Partners

Newsletters

Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Navigating Medicare Open Enrollment

The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.
Grocery Games: Strategies to Help Stretch Your Food Budget

Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.
Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Credit Card Debt

How Long Will It Take to Pay my Balance?
Car Affordability

How much can you afford to pay for a car?