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
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
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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.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?