Elite Financial Partners

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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.
HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Net Worth

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