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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Fixed for Life: What Can an Annuity Do for You?
Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
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Famous People Who Died Without Proper Planning
Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.
Calculators
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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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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.