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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The Four-Day Workweek: Is It Destiny or a Distant Dream?
Wider use of artificial intelligence is one reason that the prospect of a four-day workweek (with no loss in pay) is now being taken seriously by companies around the world.
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A Mortgage Recast Is an Alternative to Refinancing
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
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What’s New for 2025?
This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.
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Can Home Improvements Lower Your Tax Bill? It Depends
Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Car Affordability
How much can you afford to pay for a car?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.