Archive for February 2024
Tax management tips for investors
While it’s impossible to predict what’s going to happen in the stock market, tax season provides investors with an opportunity to reflect on what they can control. When you look back on the year, it’s important to consider not just what you made from your investments, but how much of it you get to hold…
Read More5 monthly money-management mistakes to avoid
We complete numerous financial tasks each month. While we often focus on larger milestones — paying for college, buying a home, saving for retirement, etc. — it’s often the smaller, recurring tasks that can have the most substantial impact on our long-term financial future. Some of these tasks can be automated, like paying for your…
Read MoreEstate planning: The 4 methods of transfer
Creating an estate plan doesn’t have to be difficult when you consult a financial advisor. Contact an Elevage Partners advisor today for help selecting the right options for you, your family and your WHY. This material is intended for informational/educational purposes only and should not be construed as tax, legal or investment advice, a solicitation,…
Read MoreSmart gifting: Strategies for passing down wealth
Gifting money to your children and grandchildren is more than just a way of showing them how much they mean to you — it’s a way to contribute meaningfully to their financial futures, helping ensure they have the means to pursue their dreams and take advantage of life’s opportunities. But when it comes to passing…
Read More9 everyday tips for health and longevity
Elevage Partners recognizes four types of wealth: financial wealth (money), physical wealth (health), social wealth (status) and time (freedom). Moreover, we maintain that your physical health is your most invaluable asset. Prioritizing it can do more than just help you live longer — it can positively impact your quality of life, bolster your vitality and…
Read MoreFollow this estate planning checklist
An estate plan outlines how you’d like your assets to be distributed upon your passing. It helps ensure that your wishes are upheld, your legacy is cemented and your loved ones are cared for. It can also spare your family from unnecessary confusion, conflict, and tax burdens. For these reasons and more, estate planning is…
Read More9 money-smart tips for young professionals
Today, young professionals must navigate a unique financial landscape. From a fluctuating economy to an increasingly competitive job market, understanding how to manage your finances effectively is more crucial than ever. Whether you’re tackling student debt, saving for a big expense that’s on the horizon or planning your next career move, these nine tips can…
Read MoreWhich retirement account is right for you?
The retirement landscape has shifted. Gone are the days of the defined-benefit pension plan that saw employees rewarded for their many years of loyal service with a steady stream of checks in retirement. Now the responsibility of saving for retirement often rests on your shoulders. Fortunately, the team of retirement planning professionals at Elevage Partners…
Read MoreAvoid these common retirement pitfalls
Once your primary career winds down and you shift toward leisure or different modes of work, effectively maintaining your nest egg becomes more crucial than ever. Wisely managing your resources can help you realize the retirement lifestyle you’ve been dreaming of. With that in mind, here are some common retirement missteps you should try to…
Read More9 tips for embracing your next chapter
Retirement represents a new chapter in your personal journey. It’s an opportunity to explore, learn and enjoy life at your own pace. Prior to retirement, your career likely played a starring role in your life, providing you with structure and (hopefully) a sense of fulfillment. Once you’ve stepped away from work and into your well-earned…
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