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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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
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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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.