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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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.