elevate, Author at Elevate Wealth Advisors

Author: elevate

Bear Market Update

June 28, 2022 Blog 0

The SP500 entered bear market territory on Monday June 13th.  In this video, I discuss: What does that mean?  Well, we’ve seen this before.  Many times! Should it concern us?  We don’t think it should if you are our client.  Remember, what you own, why you own it and how the investments in your portfolio… Read more

Items for your Financial Playbook

May 12, 2022 Blog 0

We just published our ‘Q2 – What to do with your Playbook this quarter’ video today on YouTube (see link below) .  My hope is this short video will be a reminder of things we need to address in our Playbooks this quarter and encouragement on how to get it done. Communicating in this format is… Read more

The Facts about Social Security Retirement Benefits

March 3, 2022 Blog 1

Social Security Retirement benefits are one thing that people know of, but often what they know isn’t always accurate. First, the Social Security Trust Fund was created in 1939 as part of Old Age and Survivors Insurance by the Social Security Administration (OASI). The goal of this legislation was to help American workers have financial… Read more

Your 2022 Financial Playbook: Quarter 1 is Statement Time!

February 3, 2022 Blog 0

If you’re like many Americans, you may have New Year’s resolutions of improving your financial life. The beginning of a New Year is a great time to focus on your financial goals and objectives since life can change year to year and impact your finances. Another focus this time of year is on all of… Read more

Hoping that 2022 is When You Retire Early?

January 18, 2022 Blog 0

A pre-retirement checklist to make early (or earlier) retirement a reality  As we make our way through 2022, maybe the dream of early retirement has begun to take shape in your mind. Maybe you’re researching when you might first qualify for Social Security retirement benefits (hint: for Social Security income, the youngest age when you… Read more

Retirement Contribution Limit Changes for 2022

December 28, 2021 Blog 0
Retirement Contribution Limit Changes for 2022.

With inflation on the rise, the IRS increased the 2022 contribution limits for some retirement accounts. Although a 2021 Congressional report found that only about 8.5% of defined benefit plan participants and 4.7% of individual retirement account (IRA) holders max out their contributions each year, increasing the amount you put aside for retirement may help… Read more

A Season of Giving: 5 Different Ways To Give During the Holidays

December 1, 2021 Blog 0
5 Different Ways To Give During the Holidays

With the holidays here, now is the time to get into the giving spirit and help to change others’ lives for the better. Whether you are looking to make a difference in a specific person’s life or the life of many, there are many ways to give this holiday season. Here are some different ways… Read more

2021 Year-End Planning for Retirees

October 21, 2021 Blog 0
2021 Year-End Planning For Retirees.

For some, 2021 has flown by—and as we approach the last quarter of the year, it’s a good time to begin planning for the next one. Year-end planning is especially important for retirees and those hoping to retire in 2021 or 2022. There are tax and income strategies you might consider regarding your financial assets.… Read more

Inherited IRAs: What You Should Know

September 23, 2021 Blog 0
Inherited IRA's What You Should Know.

The rules and consequences of IRA beneficiary arrangements are complex The rules pertaining to Individual Retirement Account (IRA) beneficiaries can be complicated. Here is a quick look at the limitations the Internal Revenue Service (IRS) places on the beneficiaries of IRAs. The biggest difference in the rules pertaining to IRA beneficiaries revolves around two separate… Read more

Retirement Confidence Remains Strong, Despite Pandemic

July 27, 2021 Blog 0

Despite the economic shock of the coronavirus pandemic, American workers and retirees remain largely optimistic about their financial prospects for retirement. In its annual Retirement Confidence Survey conducted in January 2021, the Employee Benefit Research Institute (EBRI) found that 80% of retirees and 72% of workers were either very or somewhat confident in their ability… Read more