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 …
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 …
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 »
By Jim Shellenberger, CFA CFP® After months of speculation, on August 24th, 2022, President Biden announced a plan to forgive student loans for borrowers who meet certain criteria. The plan also includes a final extension of the national student loan payment pause, which will delay further payments until January 2023. With payments on hold and …
What You Need to Know About Student Loan Forgiveness Read More »
By Jim Shellenberger, CFA, CFP® Change is a normal part of life, whether we like it or not. But the colossal amount of uncertainty we experienced these past two years has impacted us more than the typical and natural life changes. As a nation recovering from a global pandemic, we’ve had many stark reminders of …
Smart Money Moves for Young Professionals During Uncertain Times Read More »
By Jim Shellenberger, CFA,CFP ® Some things in life captivate us from a young age and never stop fascinating us. For me, that something is finance. I grew up in a household that constantly talked about finances and I have always been interested in that world. In high school, I had a sports mentor who …
