Vision without action is a daydream; Action without vision is a nightmare. Japanese Proverb
Welcome to our Web site!
Financially speaking
Where are you?
Where are you going?
How will you get there?
The Elite Retirement Group recognizes that an informed consumer is its best client. Therefore, it has created this website to help both its actual and potential clients understand the opportunities and rewards available by taking a proactive approach to their personal financial situations. We are confident that the information gleaned from this site will help potential clients see the value of working with skilled professionals to pursue their financial goals.
The site explains the basic concepts of financial planning and outlines the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. It also provides fast, easy access to market performance data.
The Elite Retirement Group hopes you will take advantage of this resource and visit the site often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments.
Newsletters
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.