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By Jim Shellenberger, CFA, CFP® Financial professionals offer a range of services, from investment advice and management to financial planning and wealth management. Although these terms are often used interchangeably, they involve different processes and outcomes. It’s a common misconception that these terms are synonyms for the same thing, but that couldn’t be further from …

What Is Financial Planning & How Is it Different From Investment Management? Read More »

By Jim Shellenberger, CFA, CFP® Surprises are usually enjoyable—unless it’s time to file your taxes. For many people, tax season is a time of stress and anxiety, especially after all the economic instability over the past few years. Navigating the intricacies of your own finances and the continually changing tax codes and regulations can be …

Don’t Be Caught Off Guard This Tax Season: These Are the Most Overlooked Tax Deductions You Should Know Read More »

By Jim Shellenberger, CFA, CFP® Working decades of your life to one day reach retirement is a goal most of us share. But we all know someone who seems to be doing more, traveling more, and just enjoying everyday life more than most. You may find yourself asking, “How can I live in the now …

How Can You Start Living Your Retirement Dream Now? Read More »

By Jim Shellenberger, CFA, CFP® Money is an essential part of our lives, yet many of us often don’t learn the fundamental principles of personal finance until later in life. Many schools don’t offer personal finance education, and it’s not a given that your parents will teach you the basics. Adding to that, when we …

What I Wish I Had Known About Money When I Was Younger Read More »

By Jim Shellenberger, CFA, CFP® Small business owners have a lot to think about: daily business operations, attracting and retaining both customers and employees, and managing cash flow are just a few that top the list. When you add retirement planning to the mix, it can feel downright overwhelming. Thankfully there are many retirement plans …

3 Self-Retirement Plans Small Business Owners in Sheridan, WY, Should Know About Read More »

By Jim Shellenberger, CFA, CFP® Happy Holidays from our team at Elevate Wealth Management! Although this year had its ups and downs, one thing that never wavered is our gratitude for clients like you. We appreciate your ongoing trust in us and the opportunity to provide exceptional service. It’s always our top priority to help …

Wishing You Happy Holidays From Our Team! Read More »

By Jim Shellenberger, CFA, CFP® Retirement is a major milestone, and achieving a successful retirement requires decades of planning and saving. There are several ways to save; one of the most common is a Roth IRA.  A Roth IRA comes with certain tax benefits, but there are some important differences between a Roth IRA and …

Should I Do a Roth Conversion? Read More »

It’s no secret that finances can be a major source of conflict between partners. We at Elevate Wealth Management want to change that. We believe that when couples discuss finances together and work as a team, they can build a stronger financial future. Here are 5 questions to go over together as you approach your …

Approaching Your Financial Future As a Team (Video) Read More »