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 […]
Understanding the Phases of Retirement Planning Read More »
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
Mastering Money: Key Financial Challenges in Your First Decade of Retirement Read More »
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
Your Tax-Preparation Checklist Read More »
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,
What We Have to Offer Read More »
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
Meet Our New Team Member: Rob Johnson Read More »
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
Could a Donor-Advised Fund Save You Money on Taxes? Read More »
By Jim Shellenberger, CFA, CFP® Have you ever made a mistake with money? Don’t worry, no one is looking…you can raise your hand. When it comes to handling finances, some of us are better at this than others; but we all have made some financial blunders at least once in our lives. A 2019 study
The Biggest Money Mistakes I See Read More »
By Jim Shellenberger, CFA, CFP® We’ve all procrastinated at some point. Maybe it was a homework assignment when you were in school or that house chore that just never seemed to get done. When we procrastinate on these little things, usually the consequences aren’t too large. But if you put off creating a plan for
Don’t Wait Until It’s Too Late: The Importance of Financial Planning Read More »
By Jim Shellenberger, CFA, CFP® We all love secrets, right? Especially when they benefit us. While a backdoor Roth IRA isn’t the world’s best-kept secret, it’s one that surprisingly few people know about and understand. If you’ve never heard of this type of IRA before, let’s explore what it is and how it could help
The Backdoor Roth IRA: A Simple Way to Grow Tax-Free Wealth Read More »
By Jim Shellenberger, CFA, CFP® When we were kids, our parents likely told us to save money, especially for times when we might need it. Now that we’re adults, we work, aim for promotions, and save part of our pay in a savings account every month. It sounds good, but then you realize that while
How Much Are You Losing in Idle Cash? Read More »
