The Elite Financial Network
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Saving for College 101
Here’s a crash course on saving for college.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Read this overview to learn how financial advisors are compensated.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
In the face of divorce, making changes to insurance coverage may be overlooked.
This checklist can give you a quick snapshot of how prepared you are.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
All about how missing the best market days (or the worst!) might affect your portfolio.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Have you found yourself suddenly single? Here are 3 steps to take right now.
If you died, what would happen to your email archives, social profiles and online accounts?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.