Jim

By Jim Shellenberger, CFA, CFP® Cookie cutters are great for cookies, but when it comes to retirement planning, they just don’t cut it. The reality is, there’s rarely a one-size-fits-all rule that works for everyone’s retirement dreams. Those financial indexes you see all over the internet? They’re not for everyone. Remember, they’re just numbers and […]

By Rob Johnson As a wealth manager, my main focus is to help clients pursue their dreams while keeping their wealth safe and sound. With cyber attacks on the rise, shielding your wealth now includes new areas we hadn’t considered before. It’s crucial to take steps to defend yourself and your financial assets, especially when

By Rob Johnson Becoming rich requires more than just a mindset. And if you study wealthy people, you’ll notice they often possess what’s commonly referred to as a “wealth mindset.” This way of thinking looks at the long-term accumulation and preservation of wealth, rather than just short-term earning and spending. Watch this quick video for

By Jim Shellenberger, CFA, CFP® If I could only teach one financial lesson, it would be to live within your means. The truth is, many people struggle to manage their finances. But living within your means is a significant step toward profitable financial management.  In this article, I want to talk about embracing the art

By Jim Shellenberger, CFA, CFP® Retirement may feel distant and abstract, like a far-off destination on your life’s road map. You imagine it, save for it, and often dream about it, yet you may overlook the specific phases that make up the entire journey. Just as you progress from an amateur to a seasoned professional

By Rob Johnson Retiring is like setting off on a whole new adventure. You say goodbye to the familiar routine of a steady paycheck and structured days, venturing into a world of limited resources and boundless free time. It’s quite a departure from what you’ve known all your life. Now is the moment to see

By Jim Shellenberger, CFA, CFP® Ah, tax season—not exactly the most wonderful time of the year, right? We get it. But like it or not, the time to file our taxes is upon us, and taking a proactive approach can help you overcome stress so you can focus time on what you do enjoy.  To

By Jim Shellenberger, CFA, CFP® Whether you’ve just started your earning journey or you’re ready to retire, your chances of sticking to your financial road map and reaching your life goals increase significantly with a trusted financial advisor on board for the ride. (1) A financial advisor can not only add to your annual yield,

By Rob Johnson One of our core values here at Elevate Wealth Management is to continue improving and growing through learning and trying new things. With that goal in mind, we are excited to announce that our firm is growing by adding a new financial advisor to our team! Rob is a Wyoming native who

By Jim Shellenberger, CFA, CFP® Are you looking for ways to optimize your charitable contributions? Donor-advised funds (DAFs) are a great strategy to not only reduce your tax burden but also increase the impact of your generous donations. In certain situations, your charitable contributions might even allow you to completely offset your taxable income. Explore