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Understanding the Phases of Retirement Planning
Blog

Understanding the Phases of Retirement Planning

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 ...
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Key Financial Challenges in Your First Decade of Retirement
Blog

Mastering Money: Key Financial Challenges in Your First Decade of Retirement

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 ...
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Your Tax-Preparation Checklist
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Your Tax-Preparation Checklist

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, ...
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What We Have to Offer
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What We Have to Offer

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 ...
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Meet Our New Team Member: Rob Johnson
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Meet Our New Team Member: Rob Johnson

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. ...
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Could a Donor-Advised Fund Save You Money on Taxes?
Blog

Could a Donor-Advised Fund Save You Money on Taxes?

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 ...
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