Craig Wong
The Elite Financial Network | LPL Financial
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.
Helpful Content
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Buying a Home
A look at what you need to think about when buying a home.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
View all calculators
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.